CAM
EBIX

Congress Asset Management’s Ebix Inc EBIX Stock Holding History

Congress Asset Management’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
Q1 		– Sell
-131,498
Closed -$2.62M – 396
2022
Q4 		$2.62M Buy
131,498
+1,222
+0.9% +$23.6K 0.03% 262
2022
Q3 		$2.47M Buy
130,276
+1,386
+1% +$30.5K 0.03% 254
2022
Q2 		$2.18M Buy
128,890
+1,813
+1% +$50.7K 0.02% 270
2022
Q1 		$4.21M Buy
127,077
+3,939
+3% +$123K 0.04% 245
2021
Q4 		$3.74M Buy
123,138
+36
+0% +$1.15K 0.03% 246
2021
Q3 		$3.31M Sell
123,102
-3,474
-3% -$102K 0.03% 242
2021
Q2 		$4.29M Buy
126,576
+21,711
+21% +$672K 0.04% 224
2021
Q1 		$3.36M Buy
104,865
+52,795
+101% +$2.04M 0.03% 232
2020
Q4 		$1.98M Sell
52,070
-975
-2% -$27.4K 0.02% 242
2020
Q3 		$1.09M Sell
53,045
-8,040
-13% -$179K 0.01% 255
2020
Q2 		$1.37M Buy
61,085
+1,515
+3% +$31.2K 0.02% 244
2020
Q1 		$904K Sell
59,570
-2,130
-3% -$60.7K 0.01% 256
2019
Q4 		$2.06M Sell
61,700
-17,100
-22% -$632K 0.03% 247
2019
Q3 		$3.32M Sell
78,800
-7,935
-9% -$333K 0.04% 228
2019
Q2 		$4.36M Hold
86,735
– – 0.06% 203
2019
Q1 		$4.28M Sell
86,735
-1,452
-2% -$76.6K 0.06% 198
2018
Q4 		$3.75M Buy
88,187
+12,030
+16% +$641K 0.06% 199
2018
Q3 		$6.03M Buy
76,157
+7,005
+10% +$558K 0.08% 161
2018
Q2 		$5.27M Sell
69,152
-1,950
-3% -$150K 0.07% 163
2018
Q1 		$5.3M Buy
71,102
+1,460
+2% +$119K 0.07% 162
2017
Q4 		$5.52M Sell
69,642
-1,365
-2% -$99.2K 0.08% 152
2017
Q3 		$4.63M Buy
+71,007
New +$4.09M 0.07% 174

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Congress Asset Management's EBIX Position: Q1 2023 in Review

Congress Asset Management sold out of Ebix Inc (EBIX) in Q1 2023, closing a stake of 131,498 shares — an estimated $2.62M sold.

Congress Asset Management first reported a position in EBIX in Q3 2017 and held it in 22 quarters. The position peaked at $6.03M in Q3 2018. 143 funds tracked by Wall St. Rank hold EBIX as of Q1 2023.

  • Congress Asset Management reported no remaining Ebix Inc position as of Q1 2023 after selling out during the quarter.
  • Congress Asset Management sold 131,498 Ebix Inc shares in Q1 2023, an estimated $2.62M.
  • Congress Asset Management first reported a position in Ebix Inc in Q3 2017 and held it in 22 quarters.
  • Congress Asset Management's Ebix Inc position peaked at $6.03M in Q3 2018.
  • 143 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2023.

Based on Congress Asset Management's 13F filing for Q1 2023, filed 21 Apr 2023.