Jones Financial Companies’s Ebix Inc EBIX Stock Holding History

Jones Financial Companies’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 Q1	–	Sell	-310	Closed	-$6K	–	814
2022 Q4	$6K	Buy	+310	New	+$6K	﹤0.01%	532

Other funds holding EBIX

BlackRock New York $6.73T AUM 46.02% 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 $838M AUM 14.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies's EBIX Position: Q1 2023 in Review

Jones Financial Companies sold out of Ebix Inc (EBIX) in Q1 2023, closing a stake of 310 shares — an estimated $6K sold.

Jones Financial Companies first reported a position in EBIX in Q4 2022 and held it in 1 quarter. The position peaked at $6K in Q4 2022. 143 funds tracked by Wall St. Rank hold EBIX as of Q1 2023.

Jones Financial Companies reported no remaining Ebix Inc position as of Q1 2023 after selling out during the quarter.
Jones Financial Companies sold 310 Ebix Inc shares in Q1 2023, an estimated $6K.
Jones Financial Companies first reported a position in Ebix Inc in Q4 2022 and held it in 1 quarter.
Jones Financial Companies's Ebix Inc position peaked at $6K in Q4 2022.
143 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2023.

Based on Jones Financial Companies's 13F filing for Q1 2023, filed 11 May 2023.