LPL Financial
EBIX

LPL Financial’s Ebix Inc EBIX Stock Holding History

LPL Financial’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
-10,184
Closed -$193K – 4659
2022
Q3 		$193K Buy
+10,184
New +$224K ﹤0.01% 3952
2022
Q2 		– Sell
-7,120
Closed -$236K – 4597
2022
Q1 		$236K Buy
+7,120
New +$222K ﹤0.01% 3745
2021
Q2 		– Sell
-6,893
Closed -$221K – 4374
2021
Q1 		$221K Buy
6,893
+1,509
+28% +$58.2K ﹤0.01% 3694
2020
Q4 		$204K Buy
+5,384
New +$151K ﹤0.01% 3512
2016
Q4 		– Sell
-9,753
Closed -$550K – 2867
2016
Q3 		$550K Buy
9,753
+5,062
+108% +$277K 0.01% 1628
2016
Q2 		$224K Sell
4,691
-53,485
-92% -$2.46M ﹤0.01% 2316
2016
Q1 		$2.33M Buy
58,176
+48,780
+519% +$1.7M 0.01% 1107
2015
Q4 		$288K Buy
+9,396
New +$298K ﹤0.01% 2569
2014
Q4 		– Sell
-10,231
Closed -$141K – 2885
2014
Q3 		$141K Buy
+10,231
New +$142K ﹤0.01% 2563

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial's EBIX Position: Q4 2022 in Review

LPL Financial sold out of Ebix Inc (EBIX) in Q4 2022, closing a stake of 10,184 shares — an estimated $193K sold.

LPL Financial first reported a position in EBIX in Q3 2014 and held it in 9 quarters. The position peaked at $2.33M in Q1 2016. 151 funds tracked by Wall St. Rank hold EBIX as of Q4 2022.

  • LPL Financial reported no remaining Ebix Inc position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 10,184 Ebix Inc shares in Q4 2022, an estimated $193K.
  • LPL Financial first reported a position in Ebix Inc in Q3 2014 and held it in 9 quarters.
  • LPL Financial's Ebix Inc position peaked at $2.33M in Q1 2016.
  • 151 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.