MCC
EBIX

Money Concepts Capital’s Ebix Inc EBIX Stock Holding History

Money Concepts Capital’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
-585
Closed -$11.7K – 3248
2022
Q4 		$11.7K Buy
+585
New +$11.3K ﹤0.01% 1941
2022
Q2 		– Sell
-585
Closed -$19K – 2839
2022
Q1 		$19K Buy
+585
New +$18.3K ﹤0.01% 1642

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Money Concepts Capital's EBIX Position: Q1 2023 in Review

Money Concepts Capital sold out of Ebix Inc (EBIX) in Q1 2023, closing a stake of 585 shares — an estimated $11.7K sold.

Money Concepts Capital first reported a position in EBIX in Q1 2022 and held it in 2 quarters. The position peaked at $19K in Q1 2022. 143 funds tracked by Wall St. Rank hold EBIX as of Q1 2023.

  • Money Concepts Capital reported no remaining Ebix Inc position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 585 Ebix Inc shares in Q1 2023, an estimated $11.7K.
  • Money Concepts Capital first reported a position in Ebix Inc in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Ebix Inc position peaked at $19K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.