Sonora Investment Management’s Ebix Inc EBIX Stock Holding History

Sonora Investment 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
2021 Q3	$2K	Hold	87	–	–	﹤0.01%	1025
2021 Q2	$3K	Hold	87	–	–	﹤0.01%	877
2021 Q1	$3K	Hold	87	–	–	﹤0.01%	1644
2020 Q4	$3K	Hold	87	–	–	﹤0.01%	1571
2020 Q3	$2K	Hold	87	–	–	﹤0.01%	1675
2020 Q2	$2K	Hold	87	–	–	﹤0.01%	1623
2020 Q1	$1K	Hold	87	–	–	﹤0.01%	1651
2019 Q4	$3K	Hold	87	–	–	﹤0.01%	1553
2019 Q3	$4K	Sell	87 -173	-67%	-$7.27K	﹤0.01%	1487
2019 Q2	$13K	Buy	+260	New	+$12.9K	﹤0.01%	1042
2019 Q1	–	Sell	-50	Closed	-$2K	–	1565
2018 Q4	$2K	Sell	50 -50	-50%	-$2.66K	﹤0.01%	1170
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	964
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	897
2018 Q1	$7.45K	Hold	100	–	–	﹤0.01%	877
2017 Q4	$7.92K	Hold	100	–	–	﹤0.01%	861
2017 Q3	$6.53K	Hold	100	–	–	﹤0.01%	812
2017 Q2	$5.39K	Hold	100	–	–	﹤0.01%	822
2017 Q1	$6.13K	Hold	100	–	–	﹤0.01%	758
2016 Q4	$5.71K	Buy	+100	New	+$5.81K	﹤0.01%	685
2016 Q3	–	Sell	-100	Closed	-$4.79K	–	904
2016 Q2	$4.79K	Buy	+100	New	+$4.6K	﹤0.01%	700
2016 Q1	–	Sell	-200	Closed	-$7K	–	1003
2015 Q4	$7K	Sell	200 -280	-58%	-$8.87K	﹤0.01%	603
2015 Q3	$13K	Buy	+480	New	+$14.2K	﹤0.01%	424

Other funds holding EBIX

BlackRock New York $6.73T AUM 46.02% 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 $838M AUM 14.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Sonora Investment Management's EBIX Position: Q3 2021 in Review

Sonora Investment Management held its Ebix Inc (EBIX) position steady in Q3 2021 at 87 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Sonora Investment Management first reported a position in EBIX in Q3 2015 and has held it in 22 quarters since. The position peaked at $13K in Q2 2019. 158 funds tracked by Wall St. Rank hold EBIX as of Q3 2021.

Sonora Investment Management held 87 shares of Ebix Inc worth $2K as of Q3 2021.
Sonora Investment Management left its Ebix Inc share count unchanged in Q3 2021.
Ebix Inc made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #1025 holding.
Sonora Investment Management first reported a position in Ebix Inc in Q3 2015 and has held it in 22 quarters since.
Sonora Investment Management's Ebix Inc position peaked at $13K in Q2 2019.
158 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.