JG
EBIX

Jefferies Group’s Ebix Inc EBIX Stock Holding History

Jefferies Group’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
Q3 		– Sell
-5,011
Closed -$84.7K – 2094
2022
Q2 		$84.7K Buy
+5,011
New +$140K ﹤0.01% 1365
2020
Q1 		– Sell
-18,133
Closed -$606K – 2963
2019
Q4 		$606K Buy
+18,133
New +$670K ﹤0.01% 1701
2019
Q3 		– Sell
-30,534
Closed -$1.53M – 3266
2019
Q2 		$1.53M Buy
+30,534
New +$1.52M 0.01% 1073
2018
Q4 		– Sell
-3,430
Closed -$271K – 2859
2018
Q3 		$271K Buy
+3,430
New +$273K ﹤0.01% 1927
2018
Q2 		– Sell
-3,777
Closed -$281K – 2921
2018
Q1 		$281K Sell
3,777
-3,006
-44% -$244K ﹤0.01% 1827
2017
Q4 		$538K Buy
+6,783
New +$493K ﹤0.01% 1694
2017
Q3 		– Sell
-8,861
Closed -$478K – 2808
2017
Q2 		$478K Sell
8,861
-1,373
-13% -$79.1K ﹤0.01% 1629
2017
Q1 		$627K Buy
10,234
+5,726
+127% +$340K ﹤0.01% 1502
2016
Q4 		$257K Buy
+4,508
New +$262K ﹤0.01% 1823
2015
Q3 		– Sell
-37
Closed -$1K – 3751
2015
Q2 		$1K Buy
+37
New +$1.19K ﹤0.01% 3268

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
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jefferies Group's EBIX Position: Q3 2022 in Review

Jefferies Group sold out of Ebix Inc (EBIX) in Q3 2022, closing a stake of 5,011 shares — an estimated $84.7K sold.

Jefferies Group first reported a position in EBIX in Q2 2015 and held it in 10 quarters. The position peaked at $1.53M in Q2 2019. 159 funds tracked by Wall St. Rank hold EBIX as of Q3 2022.

  • Jefferies Group reported no remaining Ebix Inc position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 5,011 Ebix Inc shares in Q3 2022, an estimated $84.7K.
  • Jefferies Group first reported a position in Ebix Inc in Q2 2015 and held it in 10 quarters.
  • Jefferies Group's Ebix Inc position peaked at $1.53M in Q2 2019.
  • 159 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.