Ameriprise
EBIX

Ameriprise’s Ebix Inc EBIX Stock Holding History

Ameriprise’s Portfolio EBIX Stock Details EBIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-174,380
Closed -$1.72M – 4038
2023
Q3 		$1.72M Buy
174,380
+32,738
+23% +$637K ﹤0.01% 2887
2023
Q2 		$3.57M Sell
141,642
-18,550
-12% -$348K ﹤0.01% 2580
2023
Q1 		$2.11M Buy
160,192
+9,041
+6% +$157K ﹤0.01% 2821
2022
Q4 		$3.02M Buy
151,151
+11,223
+8% +$217K ﹤0.01% 2607
2022
Q3 		$2.65M Sell
139,928
-3,109
-2% -$68.4K ﹤0.01% 2650
2022
Q2 		$2.42M Sell
143,037
-1,272
-0.9% -$35.6K ﹤0.01% 2748
2022
Q1 		$4.78M Buy
144,309
+855
+0.6% +$26.7K ﹤0.01% 2454
2021
Q4 		$4.36M Buy
143,454
+4,372
+3% +$139K ﹤0.01% 2568
2021
Q3 		$3.75M Sell
139,082
-22,168
-14% -$650K ﹤0.01% 2577
2021
Q2 		$5.47M Sell
161,250
-57,779
-26% -$1.79M ﹤0.01% 2395
2021
Q1 		$7.01M Buy
219,029
+20,587
+10% +$794K ﹤0.01% 2160
2020
Q4 		$7.53M Buy
198,442
+2,131
+1% +$59.9K ﹤0.01% 1970
2020
Q3 		$4.04M Buy
196,311
+14,632
+8% +$326K ﹤0.01% 2232
2020
Q2 		$4.06M Sell
181,679
-1,611
-0.9% -$33.2K ﹤0.01% 2210
2020
Q1 		$2.78M Buy
183,290
+11,476
+7% +$327K ﹤0.01% 2288
2019
Q4 		$5.74M Sell
171,814
-12,682
-7% -$469K ﹤0.01% 2153
2019
Q3 		$7.76M Buy
184,496
+7,834
+4% +$329K ﹤0.01% 1892
2019
Q2 		$8.87M Buy
176,662
+31,405
+22% +$1.56M ﹤0.01% 1825
2019
Q1 		$7.17M Sell
145,257
-165,906
-53% -$8.75M ﹤0.01% 1967
2018
Q4 		$13.3M Sell
311,163
-93,221
-23% -$4.96M 0.01% 1367
2018
Q3 		$32M Buy
404,384
+17,698
+5% +$1.41M 0.01% 990
2018
Q2 		$29.5M Buy
386,686
+6,210
+2% +$476K 0.01% 932
2018
Q1 		$28.3M Sell
380,476
-16,908
-4% -$1.37M 0.01% 940
2017
Q4 		$31.5M Buy
397,384
+17,318
+5% +$1.26M 0.01% 797
2017
Q3 		$24.8M Buy
380,066
+47,796
+14% +$2.75M 0.01% 911
2017
Q2 		$17.9M Sell
332,270
-566
-0.2% -$32.6K 0.01% 1107
2017
Q1 		$20.4M Sell
332,836
-25,805
-7% -$1.53M 0.01% 1003
2016
Q4 		$20.5M Sell
358,641
-92,245
-20% -$5.36M 0.01% 985
2016
Q3 		$25.6M Buy
450,886
+9,379
+2% +$513K 0.01% 790
2016
Q2 		$21.1M Buy
441,507
+220,214
+100% +$10.1M 0.01% 869
2016
Q1 		$9.03M Buy
221,293
+12,559
+6% +$439K 0.01% 1505
2015
Q4 		$6.84M Buy
208,734
+8,448
+4% +$267K ﹤0.01% 1752
2015
Q3 		$5M Buy
200,286
+31,112
+18% +$922K ﹤0.01% 2011
2015
Q2 		$5.52M Buy
169,174
+5,140
+3% +$165K ﹤0.01% 2078
2015
Q1 		$4.98M Buy
164,034
+34,766
+27% +$873K ﹤0.01% 2112
2014
Q4 		$2.2M Sell
129,268
-4,183
-3% -$64.3K ﹤0.01% 2520
2014
Q3 		$1.89M Sell
133,451
-10,330
-7% -$143K ﹤0.01% 2545
2014
Q2 		$2.06M Buy
143,781
+12,845
+10% +$200K ﹤0.01% 2524
2014
Q1 		$2.23M Sell
130,936
-71,465
-35% -$1.1M ﹤0.01% 2442
2013
Q4 		$2.98M Buy
202,401
+31,015
+18% +$398K ﹤0.01% 2285
2013
Q3 		$1.7M Buy
171,386
+50,221
+41% +$546K ﹤0.01% 2514
2013
Q2 		$1.12M Buy
+121,165
New +$2.16M ﹤0.01% 2569

Other funds holding EBIX

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DTL
Dynamic Technology Lab Singapore $615M AUM 11.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise's EBIX Position: Q4 2023 in Review

Ameriprise sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 174,380 shares — an estimated $1.72M sold.

Ameriprise first reported a position in EBIX in Q2 2013 and held it in 42 quarters. The position peaked at $32M in Q3 2018. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Ameriprise reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Ameriprise sold 174,380 Ebix Inc shares in Q4 2023, an estimated $1.72M.
  • Ameriprise first reported a position in Ebix Inc in Q2 2013 and held it in 42 quarters.
  • Ameriprise's Ebix Inc position peaked at $32M in Q3 2018.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Ameriprise's 13F filing for Q4 2023, filed 14 Feb 2024.