Rockefeller Capital Management
EBIX

Rockefeller Capital Management’s Ebix Inc EBIX Stock Holding History

Rockefeller Capital 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
2022
Q4 		– Sell
-100
Closed -$1K – 4448
2022
Q3 		$1K Sell
100
-182
-65% -$4.01K ﹤0.01% 3833
2022
Q2 		$4K Buy
282
+182
+182% +$5.09K ﹤0.01% 3606
2022
Q1 		$3K Hold
100
– – ﹤0.01% 3555
2021
Q4 		$3K Hold
100
– – ﹤0.01% 3492
2021
Q3 		$2K Hold
100
– – ﹤0.01% 3518
2021
Q2 		$3K Sell
100
-575
-85% -$17.8K ﹤0.01% 3215
2021
Q1 		$21K Buy
675
+563
+503% +$21.7K ﹤0.01% 2272
2020
Q4 		$4K Buy
112
+12
+12% +$337 ﹤0.01% 2535
2020
Q3 		$2K Hold
100
– – ﹤0.01% 2440
2020
Q2 		$2K Hold
100
– – ﹤0.01% 2401
2020
Q1 		$2K Buy
+100
New +$2.85K ﹤0.01% 2243

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

Rockefeller Capital Management's EBIX Position: Q4 2022 in Review

Rockefeller Capital Management sold out of Ebix Inc (EBIX) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Rockefeller Capital Management first reported a position in EBIX in Q1 2020 and held it in 11 quarters. The position peaked at $21K in Q1 2021. 151 funds tracked by Wall St. Rank hold EBIX as of Q4 2022.

  • Rockefeller Capital Management reported no remaining Ebix Inc position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 100 Ebix Inc shares in Q4 2022, an estimated $1K.
  • Rockefeller Capital Management first reported a position in Ebix Inc in Q1 2020 and held it in 11 quarters.
  • Rockefeller Capital Management's Ebix Inc position peaked at $21K in Q1 2021.
  • 151 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.