SFS
EBIX

Sowell Financial Services’s Ebix Inc EBIX Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-219
Closed -$7K – 3211
2021
Q1 		$7K Sell
219
-26
-11% -$1K ﹤0.01% 2503
2020
Q4 		$9K Buy
245
+1
+0.4% +$28 ﹤0.01% 2095
2020
Q3 		$5K Hold
244
– – ﹤0.01% 2025
2020
Q2 		$5K Buy
244
+1
+0.4% +$21 ﹤0.01% 1934
2020
Q1 		$4K Buy
243
+27
+13% +$770 ﹤0.01% 1952
2019
Q4 		$7K Buy
216
+1
+0.5% +$37 ﹤0.01% 1821
2019
Q3 		$9K Buy
+215
New +$9.03K ﹤0.01% 1591

Other funds holding EBIX

BlackRock
BlackRock New York $5.7T 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return