WA
EXLS icon

Wasatch Advisors’s EXL Service EXLS Stock Holding History

Wasatch 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
2017
Q2 		– Sell
-264,620
Closed -$2.51M – 343
2017
Q1 		$2.51M Sell
264,620
-2,494,665
-90% -$23.4M 0.04% 240
2016
Q4 		$27.8M Sell
2,759,285
-485,170
-15% -$4.64M 0.42% 62
2016
Q3 		$32.3M Sell
3,244,455
-102,295
-3% -$1.04M 0.48% 60
2016
Q2 		$35.1M Sell
3,346,750
-2,170
-0.1% -$22K 0.54% 59
2016
Q1 		$34.9M Sell
3,348,920
-2,180,150
-39% -$20M 0.53% 55
2015
Q4 		$49.7M Sell
5,529,070
-4,579,030
-45% -$40M 0.68% 46
2015
Q3 		$74.7M Sell
10,108,100
-776,540
-7% -$5.75M 1% 17
2015
Q2 		$75.3M Sell
10,884,640
-4,055,155
-27% -$28.2M 0.82% 32
2015
Q1 		$111M Buy
14,939,795
+1,137,410
+8% +$7.45M 1.15% 18
2014
Q4 		$79.3M Buy
13,802,385
+2,439,360
+21% +$13.4M 0.82% 31
2014
Q3 		$55.5M Buy
11,363,025
+457,430
+4% +$2.54M 0.58% 54
2014
Q2 		$64.2M Sell
10,905,595
-23,220
-0.2% -$134K 0.62% 44
2014
Q1 		$67.6M Buy
10,928,815
+38,685
+0.4% +$214K 0.66% 44
2013
Q4 		$60.2M Buy
10,890,130
+665,145
+7% +$3.64M 0.59% 49
2013
Q3 		$58.2M Buy
10,224,985
+648,810
+7% +$3.71M 0.6% 51
2013
Q2 		$56.6M Buy
+9,576,175
New +$58.6M 0.62% 45

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $4.09B AUM 4.78% 1-Year Est. Return