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Westover Capital Advisors’s EXL Service EXLS Stock Holding History

Westover 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
2023
Q2 		– Sell
-50,465
Closed -$1.63M – 179
2023
Q1 		$1.63M Sell
50,465
-4,820
-9% -$160K 0.61% 48
2022
Q4 		$1.87M Buy
+55,285
New +$1.92M 0.74% 40

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Westover Capital Advisors's EXLS Position: Q2 2023 in Review

Westover Capital Advisors sold out of EXL Service (EXLS) in Q2 2023, closing a stake of 50,465 shares — an estimated $1.63M sold.

Westover Capital Advisors first reported a position in EXLS in Q4 2022 and held it in 2 quarters. The position peaked at $1.87M in Q4 2022. 333 funds tracked by Wall St. Rank hold EXLS as of Q2 2023.

  • Westover Capital Advisors reported no remaining EXL Service position as of Q2 2023 after selling out during the quarter.
  • Westover Capital Advisors sold 50,465 EXL Service shares in Q2 2023, an estimated $1.63M.
  • Westover Capital Advisors first reported a position in EXL Service in Q4 2022 and held it in 2 quarters.
  • Westover Capital Advisors's EXL Service position peaked at $1.87M in Q4 2022.
  • 333 funds tracked by Wall St. Rank held EXL Service as of Q2 2023.

Based on Westover Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.