WCM
EXLS icon

Weld Capital Management’s EXL Service EXLS Stock Holding History

Weld Capital Management’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
2019
Q4 		– Sell
-56,880
Closed -$762K – 704
2019
Q3 		$762K Buy
56,880
+39,510
+227% +$527K 0.14% 243
2019
Q2 		$230K Buy
+17,370
New +$213K 0.04% 616
2019
Q1 		– Sell
-23,395
Closed -$246K – 718
2018
Q4 		$246K Buy
+23,395
New +$272K 0.06% 544

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Weld Capital Management's EXLS Position: Q4 2019 in Review

Weld Capital Management sold out of EXL Service (EXLS) in Q4 2019, closing a stake of 56,880 shares — an estimated $762K sold.

Weld Capital Management first reported a position in EXLS in Q4 2018 and held it in 3 quarters. The position peaked at $762K in Q3 2019. 217 funds tracked by Wall St. Rank hold EXLS as of Q4 2019.

  • Weld Capital Management reported no remaining EXL Service position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 56,880 EXL Service shares in Q4 2019, an estimated $762K.
  • Weld Capital Management first reported a position in EXL Service in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's EXL Service position peaked at $762K in Q3 2019.
  • 217 funds tracked by Wall St. Rank held EXL Service as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.