VitalStone Financial’s EXL Service EXLS Stock Holding History

VitalStone Financial’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 Q4	–	Sell	-30	Closed	-$1K	–	509
2023 Q3	$1K	Sell	30 -5,485	-99%	-$161K	﹤0.01%	413
2023 Q2	$172K	Buy	+5,515	New	+$174K	0.1%	133
2023 Q1	–	Sell	-8,005	Closed	-$272K	–	409
2022 Q4	$272K	Buy	+8,005	New	+$278K	0.19%	42

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

VitalStone Financial's EXLS Position: Q4 2023 in Review

VitalStone Financial sold out of EXL Service (EXLS) in Q4 2023, closing a stake of 30 shares — an estimated $1K sold.

VitalStone Financial first reported a position in EXLS in Q4 2022 and held it in 3 quarters. The position peaked at $272K in Q4 2022. 337 funds tracked by Wall St. Rank hold EXLS as of Q4 2023.

VitalStone Financial reported no remaining EXL Service position as of Q4 2023 after selling out during the quarter.
VitalStone Financial sold 30 EXL Service shares in Q4 2023, an estimated $1K.
VitalStone Financial first reported a position in EXL Service in Q4 2022 and held it in 3 quarters.
VitalStone Financial's EXL Service position peaked at $272K in Q4 2022.
337 funds tracked by Wall St. Rank held EXL Service as of Q4 2023.

Based on VitalStone Financial's 13F filing for Q4 2023, filed 14 Feb 2024.