Yorktown Management & Research Company’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $368K | Sell |
12,100
-6,000
| -33% | -$207K | 0.31% | 123 |
|
|
2025
Q4 | $768K | Hold |
18,100
| – | – | 0.61% | 37 |
|
|
2025
Q3 | $797K | Hold |
18,100
| – | – | 0.64% | 36 |
|
|
2025
Q2 | $793K | Buy |
18,100
+6,000
| +50% | +$274K | 0.76% | 24 |
|
|
2025
Q1 | $571K | Hold |
12,100
| – | – | 0.62% | 45 |
|
|
2024
Q4 | $537K | Hold |
12,100
| – | – | 0.52% | 70 |
|
|
2024
Q3 | $462K | Hold |
12,100
| – | – | 0.47% | 86 |
|
|
2024
Q2 | $379K | Hold |
12,100
| – | – | 0.41% | 103 |
|
|
2024
Q1 | $385K | Hold |
12,100
| – | – | 0.37% | 112 |
|
|
2023
Q4 | $373K | Hold |
12,100
| – | – | 0.39% | 112 |
|
|
2023
Q3 | $339K | Sell |
12,100
-10,400
| -46% | -$304K | 0.38% | 113 |
|
|
2023
Q2 | $680K | Hold |
22,500
| – | – | 0.73% | 28 |
|
|
2023
Q1 | $728K | Sell |
22,500
-5,000
| -18% | -$166K | 0.79% | 21 |
|
|
2022
Q4 | $932K | Hold |
27,500
| – | – | 1.14% | 10 |
|
|
2022
Q3 | $810K | Hold |
27,500
| – | – | 1.05% | 14 |
|
|
2022
Q2 | $810K | Hold |
27,500
| – | – | 1.04% | 10 |
|
|
2022
Q1 | $788K | Hold |
27,500
| – | – | 0.67% | 29 |
|
|
2021
Q4 | $796K | Hold |
27,500
| – | – | 0.54% | 41 |
|
|
2021
Q3 | $677K | Hold |
27,500
| – | – | 0.51% | 46 |
|
|
2021
Q2 | $584K | Hold |
27,500
| – | – | 0.46% | 59 |
|
|
2021
Q1 | $496K | Hold |
27,500
| – | – | 0.41% | 73 |
|
|
2020
Q4 | $468K | Hold |
27,500
| – | – | 0.42% | 89 |
|
|
2020
Q3 | $363K | Hold |
27,500
| – | – | 0.34% | 135 |
|
|
2020
Q2 | $349K | Buy |
+27,500
| New | +$324K | 0.31% | 103 |
|
|
2019
Q4 | – | Sell |
-18,000
| Closed | -$241K | – | 294 |
|
|
2019
Q3 | $241K | Buy |
+18,000
| New | +$240K | 0.13% | 240 |
|
Other funds holding EXLS
VCM
VPM
GCM