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Westwood Holdings Group’s EXL Service EXLS Stock Holding History

Westwood Holdings Group’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
2022
Q2 		– Sell
-9,215
Closed -$264K – 466
2022
Q1 		$264K Buy
+9,215
New +$234K ﹤0.01% 421

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westwood Holdings Group's EXLS Position: Q2 2022 in Review

Westwood Holdings Group sold out of EXL Service (EXLS) in Q2 2022, closing a stake of 9,215 shares — an estimated $264K sold.

Westwood Holdings Group first reported a position in EXLS in Q1 2022 and held it in 1 quarter. The position peaked at $264K in Q1 2022. 297 funds tracked by Wall St. Rank hold EXLS as of Q2 2022.

  • Westwood Holdings Group reported no remaining EXL Service position as of Q2 2022 after selling out during the quarter.
  • Westwood Holdings Group sold 9,215 EXL Service shares in Q2 2022, an estimated $264K.
  • Westwood Holdings Group first reported a position in EXL Service in Q1 2022 and held it in 1 quarter.
  • Westwood Holdings Group's EXL Service position peaked at $264K in Q1 2022.
  • 297 funds tracked by Wall St. Rank held EXL Service as of Q2 2022.

Based on Westwood Holdings Group's 13F filing for Q2 2022, filed 15 Aug 2022.