Northwestern Mutual Wealth Management
EBIX

Northwestern Mutual Wealth Management’s Ebix Inc EBIX Stock Holding History

Northwestern Mutual Wealth Management’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
Q3 		– Sell
-96
Closed -$2.42K – 3621
2023
Q2 		$2.42K Buy
+96
New +$1.8K ﹤0.01% 2954
2020
Q2 		– Sell
-36
Closed -$1K – 2837
2020
Q1 		$1K Buy
+36
New +$1.03K ﹤0.01% 2509
2018
Q1 		– Sell
-26
Closed -$2K – 2564
2017
Q4 		$2K Buy
+26
New +$1.89K ﹤0.01% 2187

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's EBIX Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of Ebix Inc (EBIX) in Q3 2023, closing a stake of 96 shares — an estimated $2.42K sold.

Northwestern Mutual Wealth Management first reported a position in EBIX in Q4 2017 and held it in 3 quarters. The position peaked at $2.42K in Q2 2023. 141 funds tracked by Wall St. Rank hold EBIX as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining Ebix Inc position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 96 Ebix Inc shares in Q3 2023, an estimated $2.42K.
  • Northwestern Mutual Wealth Management first reported a position in Ebix Inc in Q4 2017 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Ebix Inc position peaked at $2.42K in Q2 2023.
  • 141 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.