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Steward Financial Group’s EXL Service EXLS Stock Holding History

Steward Financial 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
2023
Q3 		$2K Buy
+101
New +$2.96K ﹤0.01% 969
2022
Q3 		– Sell
-80
Closed -$2K – 495
2022
Q2 		$2K Buy
+80
New +$2.26K ﹤0.01% 546

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's EXLS Position: Q3 2023 in Review

Steward Financial Group opened a new position in EXL Service (EXLS) in Q3 2023: 101 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EXLS as recently as Q2 2022.

Steward Financial Group first reported a position in EXLS in Q2 2022 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold EXLS as of Q3 2023.

  • Steward Financial Group held 101 shares of EXL Service worth $2K as of Q3 2023.
  • EXL Service was a new Steward Financial Group position in Q3 2023.
  • EXL Service made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #969 holding.
  • Steward Financial Group first reported a position in EXL Service in Q2 2022 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held EXL Service as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.