ZB
EXLS icon

Zions Bancorporation’s EXL Service EXLS Stock Holding History

Zions Bancorporation’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
2024
Q4 		$3.15M Buy
70,959
+10,996
+18% +$476K 0.2% 104
2024
Q3 		$2.29M Buy
59,963
+8,885
+17% +$310K 0.17% 117
2024
Q2 		$1.6M Sell
51,078
-1,850
-3% -$55.5K 0.13% 131
2024
Q1 		$1.68M Buy
52,928
+2,087
+4% +$64.9K 0.12% 143
2023
Q4 		$1.57M Buy
50,841
+3,158
+7% +$89.4K 0.11% 144
2023
Q3 		$1.34M Buy
47,683
+3,423
+8% +$100K 0.12% 140
2023
Q2 		$1.34M Buy
44,260
+540
+1% +$17K 0.11% 142
2023
Q1 		$1.42M Buy
43,720
+2,120
+5% +$70.3K 0.12% 132
2022
Q4 		$1.41M Buy
41,600
+1,445
+4% +$50.2K 0.11% 121
2022
Q3 		$1.18M Sell
40,155
-9,655
-19% -$315K 0.12% 122
2022
Q2 		$1.47M Buy
49,810
+3,240
+7% +$91.6K 0.15% 110
2022
Q1 		$1.33M Buy
46,570
+12,600
+37% +$321K 0.12% 116
2021
Q4 		$984K Buy
33,970
+5,235
+18% +$138K 0.09% 139
2021
Q3 		$708K Buy
28,735
+2,905
+11% +$67.8K 0.07% 148
2021
Q2 		$549K Buy
25,830
+3,460
+15% +$68.7K 0.05% 162
2021
Q1 		$403K Sell
22,370
-110
-0.5% -$1.88K 0.05% 172
2020
Q4 		$383K Buy
22,480
+1,030
+5% +$16.3K 0.05% 160
2020
Q3 		$283K Hold
21,450
– – 0.04% 170
2020
Q2 		$272K Buy
21,450
+1,875
+10% +$22.1K 0.04% 162
2020
Q1 		$204K Buy
19,575
+6,060
+45% +$82.6K 0.04% 173
2019
Q4 		$188K Sell
13,515
-3,110
-19% -$42.5K 0.03% 233
2019
Q3 		$223K Buy
+16,625
New +$222K 0.03% 220
2019
Q2 		– Sell
-4,510
Closed -$54K – 936
2019
Q1 		$54K Buy
+4,510
New +$52.9K 0.01% 397

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Zions Bancorporation's EXLS Position: Q4 2024 in Review

Zions Bancorporation increased its EXL Service (EXLS) stake by 18% in Q4 2024, buying an estimated $476K and bringing the position to 70,959 shares worth $3.15M. The position accounts for 0.2% of the portfolio, ranked #104.

Zions Bancorporation first reported a position in EXLS in Q1 2019 and has held it in 23 quarters since. 415 funds tracked by Wall St. Rank hold EXLS as of Q4 2024.

  • Zions Bancorporation held 70,959 shares of EXL Service worth $3.15M as of Q4 2024.
  • Zions Bancorporation bought 10,996 EXL Service shares in Q4 2024, an estimated $476K.
  • EXL Service made up 0.2% of Zions Bancorporation's portfolio in Q4 2024, its #104 holding.
  • Zions Bancorporation first reported a position in EXL Service in Q1 2019 and has held it in 23 quarters since.
  • 415 funds tracked by Wall St. Rank held EXL Service as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.