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Simplicity Solutions’s EXL Service EXLS Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-32,810
Closed -$559K – 621
2020
Q4 		$559K Buy
32,810
+2,700
+9% +$42.8K 0.01% 669
2020
Q3 		$397K Buy
30,110
+7,765
+35% +$99.6K 0.01% 669
2020
Q2 		$283K Buy
+22,345
New +$263K 0.01% 741
2016
Q1 		– Sell
-43,390
Closed -$390K – 290
2015
Q4 		$390K Buy
+43,390
New +$379K 0.05% 496

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Simplicity Solutions's EXLS Position: Q1 2021 in Review

Simplicity Solutions sold out of EXL Service (EXLS) in Q1 2021, closing a stake of 32,810 shares — an estimated $559K sold.

Simplicity Solutions first reported a position in EXLS in Q4 2015 and held it in 4 quarters. The position peaked at $559K in Q4 2020. 224 funds tracked by Wall St. Rank hold EXLS as of Q1 2021.

  • Simplicity Solutions reported no remaining EXL Service position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 32,810 EXL Service shares in Q1 2021, an estimated $559K.
  • Simplicity Solutions first reported a position in EXL Service in Q4 2015 and held it in 4 quarters.
  • Simplicity Solutions's EXL Service position peaked at $559K in Q4 2020.
  • 224 funds tracked by Wall St. Rank held EXL Service as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.