Howe & Rusling’s Ebix Inc EBIX Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-204	Closed	-$4K	–	1142
2022 Q3	$4K	Hold	204	–	–	﹤0.01%	756
2022 Q2	$3K	Buy	+204	New	+$5.71K	﹤0.01%	832

Other funds holding EBIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Howe & Rusling's EBIX Position: Q4 2022 in Review

Howe & Rusling sold out of Ebix Inc (EBIX) in Q4 2022, closing a stake of 204 shares — an estimated $4K sold.

Howe & Rusling first reported a position in EBIX in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 151 funds tracked by Wall St. Rank hold EBIX as of Q4 2022.

Howe & Rusling reported no remaining Ebix Inc position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 204 Ebix Inc shares in Q4 2022, an estimated $4K.
Howe & Rusling first reported a position in Ebix Inc in Q2 2022 and held it in 2 quarters.
Howe & Rusling's Ebix Inc position peaked at $4K in Q3 2022.
151 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.