KFI
EBIX

Key Financial Inc’s Ebix Inc EBIX Stock Holding History

Key Financial Inc’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
Q4 		– Sell
-48
Closed -$474 – 1371
2023
Q3 		$474 Hold
48
– – ﹤0.01% 1254
2023
Q2 		$1.21K Hold
48
– – ﹤0.01% 1218
2023
Q1 		$633 Hold
48
– – ﹤0.01% 1074
2022
Q4 		$911 Hold
48
– – ﹤0.01% 1044
2022
Q3 		$1K Hold
48
– – ﹤0.01% 1105
2022
Q2 		$1K Hold
48
– – ﹤0.01% 1078
2022
Q1 		$2K Hold
48
– – ﹤0.01% 971
2021
Q4 		$1K Hold
48
– – ﹤0.01% 946
2021
Q3 		$1K Hold
48
– – ﹤0.01% 908
2021
Q2 		$1K Hold
48
– – ﹤0.01% 851
2021
Q1 		$2K Hold
48
– – ﹤0.01% 704
2020
Q4 		$2K Buy
+48
New +$1.35K ﹤0.01% 657
2020
Q2 		– Sell
-48
Closed -$1K – 732
2020
Q1 		$1K Buy
+48
New +$1.37K ﹤0.01% 676

Other funds holding EBIX

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DTL
Dynamic Technology Lab Singapore $615M AUM 11.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Key Financial Inc's EBIX Position: Q4 2023 in Review

Key Financial Inc sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 48 shares — an estimated $474 sold.

Key Financial Inc first reported a position in EBIX in Q1 2020 and held it in 13 quarters. The position peaked at $2K in Q1 2022. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Key Financial Inc reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 48 Ebix Inc shares in Q4 2023, an estimated $474.
  • Key Financial Inc first reported a position in Ebix Inc in Q1 2020 and held it in 13 quarters.
  • Key Financial Inc's Ebix Inc position peaked at $2K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.