SAM
EXLS icon

Shell Asset Management’s EXL Service EXLS Stock Holding History

Shell Asset Management’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$194K Sell
4,397
-5,382
-55% -$233K 0.02% 472
2025
Q2 		$428K Sell
9,779
-1,632
-14% -$74.6K 0.01% 533
2025
Q1 		$539K Sell
11,411
-467
-4% -$22.5K 0.03% 435
2024
Q4 		$527K Hold
11,878
– – 0.02% 479
2024
Q3 		$453K Buy
+11,878
New +$415K 0.02% 525
2024
Q1 		$372K Sell
11,878
-1,202
-9% -$37.4K 0.02% 580
2023
Q4 		$404K Sell
13,080
-3,925
-23% -$111K 0.02% 596
2023
Q3 		$477K Sell
17,005
-295
-2% -$8.63K 0.02% 582
2023
Q2 		$523K Buy
17,300
+3,795
+28% +$120K 0.02% 557
2023
Q1 		$437K Sell
13,505
-50
-0.4% -$1.66K 0.02% 617
2022
Q4 		$459K Sell
13,555
-2,870
-17% -$99.7K 0.02% 572
2022
Q3 		$484K Sell
16,425
-4,290
-21% -$140K 0.02% 579
2022
Q2 		$610K Buy
20,715
+3,685
+22% +$104K 0.02% 605
2022
Q1 		$488K Sell
17,030
-2,525
-13% -$64.2K 0.01% 827
2021
Q4 		$566K Buy
19,555
+85
+0.4% +$2.24K 0.01% 846
2021
Q3 		$479K Sell
19,470
-850
-4% -$19.8K 0.01% 885
2021
Q2 		$432K Buy
+20,320
New +$403K 0.01% 982

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shell Asset Management's EXLS Position: Q3 2025 in Review

Shell Asset Management reduced its EXL Service (EXLS) stake by 55% in Q3 2025, selling an estimated $233K and leaving 4,397 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #472.

Shell Asset Management first reported a position in EXLS in Q2 2021 and has held it in 17 quarters since. The position peaked at $610K in Q2 2022. 465 funds tracked by Wall St. Rank hold EXLS as of Q3 2025.

  • Shell Asset Management held 4,397 shares of EXL Service worth $194K as of Q3 2025.
  • Shell Asset Management sold 5,382 EXL Service shares in Q3 2025, an estimated $233K.
  • EXL Service made up 0.02% of Shell Asset Management's portfolio in Q3 2025, its #472 holding.
  • Shell Asset Management first reported a position in EXL Service in Q2 2021 and has held it in 17 quarters since.
  • Shell Asset Management's EXL Service position peaked at $610K in Q2 2022.
  • 465 funds tracked by Wall St. Rank held EXL Service as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.