SAM
Silvercrest Asset Management’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
321,436
-14,179
| -4% | -$621K | 0.09% | 257 |
|
|
2025
Q1 | $15.8M | Buy |
335,615
+4,742
| +1% | +$224K | 0.11% | 219 |
|
|
2024
Q4 | $14.7M | Sell |
330,873
-8,680
| -3% | -$385K | 0.1% | 227 |
|
|
2024
Q3 | $13M | Sell |
339,553
-4,242
| -1% | -$162K | 0.09% | 227 |
|
|
2024
Q2 | $10.8M | Sell |
343,795
-266,788
| -44% | -$8.37M | 0.07% | 248 |
|
|
2024
Q1 | $19.4M | Buy |
+610,583
| New | +$19.4M | 0.13% | 183 |
|