Stanley-Laman Group’s EXL Service EXLS Stock Holding History

Stanley-Laman Group’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
2020 Q2	–	Sell	-61,290	Closed	-$638K	–	244
2020 Q1	$638K	Buy	+61,290	New	+$835K	0.19%	150
2018 Q1	–	Sell	-59,395	Closed	-$717K	–	266
2017 Q4	$717K	Sell	59,395 -2,440	-4%	-$29.8K	0.15%	185
2017 Q3	$721K	Buy	61,835 +4,960	+9%	+$55.6K	0.19%	126
2017 Q2	$632K	Buy	56,875 +4,855	+9%	+$49K	0.17%	121
2017 Q1	$493K	Sell	52,020 -3,020	-5%	-$28.3K	0.13%	171
2016 Q4	$555K	Buy	55,040 +34,370	+166%	+$329K	0.17%	168
2016 Q3	$206K	Hold	20,670	–	–	0.08%	215
2016 Q2	$217K	Buy	+20,670	New	+$209K	0.08%	215
2015 Q3	–	Sell	-125,935	Closed	-$871K	–	335
2015 Q2	$871K	Hold	125,935	–	–	0.16%	153
2015 Q1	$937K	Sell	125,935 -1,225	-1%	-$8.02K	0.17%	141
2014 Q4	$730K	Sell	127,160 -11,375	-8%	-$62.3K	0.14%	162
2014 Q3	$676K	Hold	138,535	–	–	0.13%	161
2014 Q2	$816K	Sell	138,535 -11,825	-8%	-$68.3K	0.15%	146
2014 Q1	$930K	Buy	150,360 +100,155	+199%	+$555K	0.16%	148
2013 Q4	$277K	Buy	+50,205	New	+$275K	0.06%	179

Other funds holding EXLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return