Principal Financial Group
EBIX

Principal Financial Group’s Ebix Inc EBIX Stock Holding History

Principal 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
2023
Q4 		– Sell
-150,653
Closed -$1.49M – 2490
2023
Q3 		$1.49M Buy
150,653
+4,271
+3% +$83.1K ﹤0.01% 1797
2023
Q2 		$3.69M Sell
146,382
-1,821
-1% -$34.2K ﹤0.01% 1633
2023
Q1 		$1.95M Sell
148,203
-3,111
-2% -$54.1K ﹤0.01% 1765
2022
Q4 		$3.02M Buy
151,314
+2,379
+2% +$46K ﹤0.01% 1687
2022
Q3 		$2.83M Sell
148,935
-8,096
-5% -$178K ﹤0.01% 1656
2022
Q2 		$2.65M Sell
157,031
-17,789
-10% -$498K ﹤0.01% 1743
2022
Q1 		$5.79M Sell
174,820
-10,154
-5% -$317K ﹤0.01% 1616
2021
Q4 		$5.62M Sell
184,974
-26,169
-12% -$835K ﹤0.01% 1626
2021
Q3 		$5.69M Sell
211,143
-659
-0.3% -$19.3K ﹤0.01% 1636
2021
Q2 		$7.18M Buy
211,802
+25,607
+14% +$793K ﹤0.01% 1581
2021
Q1 		$5.96M Buy
186,195
+1,726
+0.9% +$66.6K ﹤0.01% 1614
2020
Q4 		$7M Sell
184,469
-28,862
-14% -$812K 0.01% 1422
2020
Q3 		$4.39M Buy
213,331
+23,135
+12% +$515K ﹤0.01% 1506
2020
Q2 		$4.25M Buy
190,196
+2,708
+1% +$55.8K ﹤0.01% 1493
2020
Q1 		$2.85M Sell
187,488
-6,910
-4% -$197K ﹤0.01% 1491
2019
Q4 		$6.5M Sell
194,398
-6,010
-3% -$222K 0.01% 1445
2019
Q3 		$8.44M Buy
200,408
+1,897
+1% +$79.7K 0.01% 1301
2019
Q2 		$9.97M Buy
198,511
+8,329
+4% +$414K 0.01% 1219
2019
Q1 		$9.39M Sell
190,182
-6,112
-3% -$322K 0.01% 1266
2018
Q4 		$8.35M Sell
196,294
-2,201
-1% -$117K 0.01% 1278
2018
Q3 		$15.7M Buy
198,495
+12,412
+7% +$988K 0.01% 1035
2018
Q2 		$14.2M Buy
186,083
+2,612
+1% +$200K 0.01% 1069
2018
Q1 		$13.7M Buy
183,471
+4,734
+3% +$385K 0.01% 1055
2017
Q4 		$14.2M Sell
178,737
-4,095
-2% -$298K 0.01% 1049
2017
Q3 		$11.9M Sell
182,832
-1,120
-0.6% -$64.6K 0.01% 1124
2017
Q2 		$9.91M Buy
183,952
+1,342
+0.7% +$77.3K 0.01% 1239
2017
Q1 		$11.2M Buy
182,610
+1,600
+0.9% +$95.1K 0.01% 1111
2016
Q4 		$10.3M Buy
181,010
+10,502
+6% +$610K 0.01% 1147
2016
Q3 		$9.69M Sell
170,508
-15,611
-8% -$853K 0.01% 1145
2016
Q2 		$8.91M Buy
186,119
+3,070
+2% +$141K 0.01% 1129
2016
Q1 		$7.47M Buy
183,049
+2,027
+1% +$70.8K 0.01% 1171
2015
Q4 		$5.94M Buy
181,022
+11,426
+7% +$362K 0.01% 1274
2015
Q3 		$4.23M Sell
169,596
-879
-0.5% -$26K 0.01% 1416
2015
Q2 		$5.56M Sell
170,475
-11,337
-6% -$364K 0.01% 1365
2015
Q1 		$5.52M Buy
181,812
+4,075
+2% +$102K 0.01% 1337
2014
Q4 		$3.02M Sell
177,737
-16,843
-9% -$259K ﹤0.01% 1584
2014
Q3 		$2.76M Sell
194,580
-11,771
-6% -$163K ﹤0.01% 1576
2014
Q2 		$2.95M Sell
206,351
-433
-0.2% -$6.73K 0.01% 1606
2014
Q1 		$3.53M Buy
206,784
+7,061
+4% +$109K 0.01% 1523
2013
Q4 		$2.94M Buy
199,723
+11,683
+6% +$150K 0.01% 1586
2013
Q3 		$1.87M Buy
188,040
+4,313
+2% +$46.9K ﹤0.01% 1637
2013
Q2 		$1.7M Buy
+183,727
New +$3.28M ﹤0.01% 1629

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

Principal Financial Group's EBIX Position: Q4 2023 in Review

Principal Financial Group sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 150,653 shares — an estimated $1.49M sold.

Principal Financial Group first reported a position in EBIX in Q2 2013 and held it in 42 quarters. The position peaked at $15.7M in Q3 2018. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Principal Financial Group reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 150,653 Ebix Inc shares in Q4 2023, an estimated $1.49M.
  • Principal Financial Group first reported a position in Ebix Inc in Q2 2013 and held it in 42 quarters.
  • Principal Financial Group's Ebix Inc position peaked at $15.7M in Q3 2018.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.