Vontobel Holding
EXLS icon

Vontobel Holding’s EXL Service EXLS Stock Holding History

Vontobel Holding’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
2024
Q4 		– Sell
-14,089
Closed -$537K – 1121
2024
Q3 		$537K Sell
14,089
-572
-4% -$20K ﹤0.01% 767
2024
Q2 		$460K Sell
14,661
-940
-6% -$28.2K ﹤0.01% 794
2024
Q1 		$496K Sell
15,601
-70
-0.4% -$2.18K ﹤0.01% 777
2023
Q4 		$483K Buy
15,671
+1,111
+8% +$31.4K ﹤0.01% 805
2023
Q3 		$408K Sell
14,560
-5,290
-27% -$155K ﹤0.01% 819
2023
Q2 		$600K Buy
+19,850
New +$626K 0.01% 744

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Vontobel Holding's EXLS Position: Q4 2024 in Review

Vontobel Holding sold out of EXL Service (EXLS) in Q4 2024, closing a stake of 14,089 shares — an estimated $537K sold.

Vontobel Holding first reported a position in EXLS in Q2 2023 and held it in 6 quarters. The position peaked at $600K in Q2 2023. 415 funds tracked by Wall St. Rank hold EXLS as of Q4 2024.

  • Vontobel Holding reported no remaining EXL Service position as of Q4 2024 after selling out during the quarter.
  • Vontobel Holding sold 14,089 EXL Service shares in Q4 2024, an estimated $537K.
  • Vontobel Holding first reported a position in EXL Service in Q2 2023 and held it in 6 quarters.
  • Vontobel Holding's EXL Service position peaked at $600K in Q2 2023.
  • 415 funds tracked by Wall St. Rank held EXL Service as of Q4 2024.

Based on Vontobel Holding's 13F filing for Q4 2024, filed 30 Jan 2025.