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Stonebridge Capital Advisors’s EXL Service EXLS Stock Holding History

Stonebridge Capital Advisors’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
Q3 		– Sell
-50
Closed -$1K – 352
2020
Q2 		$1K Hold
50
– – ﹤0.01% 711
2020
Q1 		$1K Hold
50
– – ﹤0.01% 701
2019
Q4 		$1K Hold
50
– – ﹤0.01% 782
2019
Q3 		$1K Hold
50
– – ﹤0.01% 778
2019
Q2 		$1K Buy
+50
New +$613 ﹤0.01% 824

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Stonebridge Capital Advisors's EXLS Position: Q3 2020 in Review

Stonebridge Capital Advisors sold out of EXL Service (EXLS) in Q3 2020, closing a stake of 50 shares — an estimated $1K sold.

Stonebridge Capital Advisors first reported a position in EXLS in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 217 funds tracked by Wall St. Rank hold EXLS as of Q3 2020.

  • Stonebridge Capital Advisors reported no remaining EXL Service position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 50 EXL Service shares in Q3 2020, an estimated $1K.
  • Stonebridge Capital Advisors first reported a position in EXL Service in Q2 2019 and held it in 5 quarters.
  • Stonebridge Capital Advisors's EXL Service position peaked at $1K in Q2 2020.
  • 217 funds tracked by Wall St. Rank held EXL Service as of Q3 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2020, filed 18 Nov 2020.