CFGS
EBIX

Concourse Financial Group Securities’s Ebix Inc EBIX Stock Holding History

Concourse Financial Group Securities’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
2021
Q4 		– Sell
-135
Closed -$4.31K – 2519
2021
Q3 		$4K Hold
135
– – ﹤0.01% 2153
2021
Q2 		$5K Hold
135
– – ﹤0.01% 2072
2021
Q1 		$4K Hold
135
– – ﹤0.01% 2042
2020
Q4 		$5K Buy
+135
New +$3.8K ﹤0.01% 1957
2019
Q3 		– Sell
-24
Closed -$1.01K – 2310
2019
Q2 		$1K Hold
24
– – ﹤0.01% 2192
2019
Q1 		$1K Hold
24
– – ﹤0.01% 2241
2018
Q4 		$1K Buy
+24
New +$1.28K ﹤0.01% 2107

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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concourse Financial Group Securities's EBIX Position: Q4 2021 in Review

Concourse Financial Group Securities sold out of Ebix Inc (EBIX) in Q4 2021, closing a stake of 135 shares — an estimated $4.31K sold.

Concourse Financial Group Securities first reported a position in EBIX in Q4 2018 and held it in 7 quarters. The position peaked at $5K in Q2 2021. 160 funds tracked by Wall St. Rank hold EBIX as of Q4 2021.

  • Concourse Financial Group Securities reported no remaining Ebix Inc position as of Q4 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 135 Ebix Inc shares in Q4 2021, an estimated $4.31K.
  • Concourse Financial Group Securities first reported a position in Ebix Inc in Q4 2018 and held it in 7 quarters.
  • Concourse Financial Group Securities's Ebix Inc position peaked at $5K in Q2 2021.
  • 160 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2021.

Based on Concourse Financial Group Securities's 13F filing for Q4 2021, filed 7 Feb 2022.