Envestnet Asset Management
EBIX

Envestnet Asset Management’s Ebix Inc EBIX Stock Holding History

Envestnet 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
Q3 		– Sell
-10,230
Closed -$258K – 4212
2023
Q2 		$258K Sell
10,230
-111,306
-92% -$2.09M ﹤0.01% 3562
2023
Q1 		$64.3K Buy
121,536
+97,787
+412% +$1.7M ﹤0.01% 3834
2022
Q4 		$474K Sell
23,749
-1,510
-6% -$29.2K ﹤0.01% 3124
2022
Q3 		$479K Sell
25,259
-10,874
-30% -$239K ﹤0.01% 3045
2022
Q2 		$611K Sell
36,133
-842
-2% -$23.6K ﹤0.01% 2947
2022
Q1 		$1.23M Sell
36,975
-7,021
-16% -$219K ﹤0.01% 2517
2021
Q4 		$1.34M Sell
43,996
-5,681
-11% -$181K ﹤0.01% 2433
2021
Q3 		$1.34M Buy
49,677
+3,120
+7% +$91.4K ﹤0.01% 2350
2021
Q2 		$1.58M Sell
46,557
-4,583
-9% -$142K ﹤0.01% 2221
2021
Q1 		$1.64M Buy
51,140
+36,386
+247% +$1.4M ﹤0.01% 2066
2020
Q4 		$560K Buy
14,754
+574
+4% +$16.1K ﹤0.01% 2598
2020
Q3 		$292K Buy
14,180
+2,520
+22% +$56.1K ﹤0.01% 2742
2020
Q2 		$261K Buy
+11,660
New +$240K ﹤0.01% 2752
2020
Q1 		– Sell
-8,404
Closed -$281K – 3231
2019
Q4 		$281K Sell
8,404
-3,005
-26% -$111K ﹤0.01% 2769
2019
Q3 		$480K Buy
11,409
+2,656
+30% +$112K ﹤0.01% 2401
2019
Q2 		$440K Sell
8,753
-965
-10% -$48K ﹤0.01% 2467
2019
Q1 		$480K Buy
9,718
+2,627
+37% +$138K ﹤0.01% 2373
2018
Q4 		$302K Buy
+7,091
New +$378K ﹤0.01% 2422
2014
Q3 		– Sell
-115
Closed -$2K – 2997
2014
Q2 		$2K Buy
+115
New +$1.79K ﹤0.01% 2559
2014
Q1 		– Sell
-555
Closed -$8K – 2747
2013
Q4 		$8K Buy
555
+500
+909% +$6.42K ﹤0.01% 1863
2013
Q3 		$1K Hold
55
– – ﹤0.01% 2379
2013
Q2 		$1K Buy
+55
New +$982 ﹤0.01% 2316

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

Envestnet Asset Management's EBIX Position: Q3 2023 in Review

Envestnet Asset Management sold out of Ebix Inc (EBIX) in Q3 2023, closing a stake of 10,230 shares — an estimated $258K sold.

Envestnet Asset Management first reported a position in EBIX in Q2 2013 and held it in 22 quarters. The position peaked at $1.64M in Q1 2021. 141 funds tracked by Wall St. Rank hold EBIX as of Q3 2023.

  • Envestnet Asset Management reported no remaining Ebix Inc position as of Q3 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 10,230 Ebix Inc shares in Q3 2023, an estimated $258K.
  • Envestnet Asset Management first reported a position in Ebix Inc in Q2 2013 and held it in 22 quarters.
  • Envestnet Asset Management's Ebix Inc position peaked at $1.64M in Q1 2021.
  • 141 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.