JCM
EBIX

Jacobi Capital Management’s Ebix Inc EBIX Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-250
Closed -$7K – 1461
2021
Q3 		$7K Hold
250
– – ﹤0.01% 1151
2021
Q2 		$8K Hold
250
– – ﹤0.01% 1083
2021
Q1 		$8K Hold
250
– – ﹤0.01% 1047
2020
Q4 		$9K Hold
250
– – ﹤0.01% 913
2020
Q3 		$5K Hold
250
– – ﹤0.01% 964
2020
Q2 		$6K Hold
250
– – ﹤0.01% 893
2020
Q1 		$4K Buy
+250
New +$7.13K ﹤0.01% 886

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

Jacobi Capital Management's EBIX Position: Q4 2021 in Review

Jacobi Capital Management sold out of Ebix Inc (EBIX) in Q4 2021, closing a stake of 250 shares — an estimated $7K sold.

Jacobi Capital Management first reported a position in EBIX in Q1 2020 and held it in 7 quarters. The position peaked at $9K in Q4 2020. 160 funds tracked by Wall St. Rank hold EBIX as of Q4 2021.

  • Jacobi Capital Management reported no remaining Ebix Inc position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 250 Ebix Inc shares in Q4 2021, an estimated $7K.
  • Jacobi Capital Management first reported a position in Ebix Inc in Q1 2020 and held it in 7 quarters.
  • Jacobi Capital Management's Ebix Inc position peaked at $9K in Q4 2020.
  • 160 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.