BIA
EBIX

Bell Investment Advisors’s Ebix Inc EBIX Stock Holding History

Bell Investment Advisors’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
Q3 		– Sell
-29
Closed -$731 – 2032
2023
Q2 		$731 Buy
+29
New +$544 ﹤0.01% 1673
2023
Q1 		– Sell
-27
Closed -$539 – 2024
2022
Q4 		$539 Buy
+27
New +$522 ﹤0.01% 1783

Other funds holding EBIX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bell Investment Advisors's EBIX Position: Q3 2023 in Review

Bell Investment Advisors sold out of Ebix Inc (EBIX) in Q3 2023, closing a stake of 29 shares — an estimated $731 sold.

Bell Investment Advisors first reported a position in EBIX in Q4 2022 and held it in 2 quarters. The position peaked at $731 in Q2 2023. 141 funds tracked by Wall St. Rank hold EBIX as of Q3 2023.

  • Bell Investment Advisors reported no remaining Ebix Inc position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 29 Ebix Inc shares in Q3 2023, an estimated $731.
  • Bell Investment Advisors first reported a position in Ebix Inc in Q4 2022 and held it in 2 quarters.
  • Bell Investment Advisors's Ebix Inc position peaked at $731 in Q2 2023.
  • 141 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.