C
EBIX

Covestor’s Ebix Inc EBIX Stock Holding History

Covestor’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
-4
Closed – – 2902
2023
Q3 		$0 Sell
4
-1
-20% -$19 ﹤0.01% 2917
2023
Q2 		$0 Hold
5
– – ﹤0.01% 2849
2023
Q1 		$0 Hold
5
– – ﹤0.01% 2804
2022
Q4 		$0 Sell
5
-1
-17% -$19 ﹤0.01% 2845
2022
Q3 		$0 Sell
6
-15
-71% -$330 ﹤0.01% 2869
2022
Q2 		$0 Sell
21
-10
-32% -$280 ﹤0.01% 2565
2022
Q1 		$1K Sell
31
-19
-38% -$593 ﹤0.01% 2041
2021
Q4 		$2K Buy
+50
New +$1.59K ﹤0.01% 1601

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

Covestor's EBIX Position: Q4 2023 in Review

Covestor sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 4 shares.

Covestor first reported a position in EBIX in Q4 2021 and held it in 8 quarters. The position peaked at $2K in Q4 2021. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Covestor reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Covestor sold 4 Ebix Inc shares in Q4 2023.
  • Covestor first reported a position in Ebix Inc in Q4 2021 and held it in 8 quarters.
  • Covestor's Ebix Inc position peaked at $2K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Covestor's 13F filing for Q4 2023, filed 9 Feb 2024.