Next Financial Group’s Ebix Inc EBIX Stock Holding History

Next Financial 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
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	2578
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	2435
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	2369
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	2278
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	2064
2020 Q3	$2K	Buy	+100	New	+$2.23K	﹤0.01%	2073
2020 Q2	–	Sell	-100	Closed	-$2K	–	2156
2020 Q1	$2K	Sell	100 -72	-42%	-$2.05K	﹤0.01%	1974
2019 Q4	$5K	Hold	172	–	–	﹤0.01%	1994
2019 Q3	$7K	Buy	172 +26	+18%	+$1.09K	﹤0.01%	1846
2019 Q2	$7K	Hold	146	–	–	﹤0.01%	1815
2019 Q1	$7K	Buy	146 +46	+46%	+$2.42K	﹤0.01%	1208
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	1646
2018 Q3	$8K	Buy	+100	New	+$7.96K	﹤0.01%	1076
2017 Q4	–	Sell	-100	Closed	-$7K	–	1755
2017 Q3	$7K	Hold	100	–	–	﹤0.01%	1353
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	1578
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	1493
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	1899
2016 Q3	$6K	Sell	100 -100	-50%	-$5.47K	﹤0.01%	1904
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	1254
2016 Q1	$8K	Hold	200	–	–	﹤0.01%	1262
2015 Q4	$6K	Hold	200	–	–	﹤0.01%	1361
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	1523
2015 Q2	$6K	Hold	200	–	–	﹤0.01%	1459
2015 Q1	$6K	Hold	200	–	–	﹤0.01%	1461
2014 Q4	$3K	Hold	200	–	–	﹤0.01%	1694
2014 Q3	$3K	Buy	+200	New	+$2.78K	﹤0.01%	2275

Other funds holding EBIX

BlackRock New York $5.72T AUM 30.48% 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 $907M AUM 10.61% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's EBIX Position: Q4 2021 in Review

Next Financial Group held its Ebix Inc (EBIX) position steady in Q4 2021 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Next Financial Group first reported a position in EBIX in Q3 2014 and has held it in 26 quarters since. The position peaked at $9K in Q2 2016. 160 funds tracked by Wall St. Rank hold EBIX as of Q4 2021.

Next Financial Group held 100 shares of Ebix Inc worth $3K as of Q4 2021.
Next Financial Group left its Ebix Inc share count unchanged in Q4 2021.
Ebix Inc made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2578 holding.
Next Financial Group first reported a position in Ebix Inc in Q3 2014 and has held it in 26 quarters since.
Next Financial Group's Ebix Inc position peaked at $9K in Q2 2016.
160 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.