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 – 3203
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 $6.73T AUM 46.02% 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 $838M AUM 14.24% 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 $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
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

Sowell Financial Services's EBIX Position: Q2 2021 in Review

Sowell Financial Services sold out of Ebix Inc (EBIX) in Q2 2021, closing a stake of 219 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in EBIX in Q3 2019 and held it in 7 quarters. The position peaked at $9K in Q4 2020. 169 funds tracked by Wall St. Rank hold EBIX as of Q2 2021.

  • Sowell Financial Services reported no remaining Ebix Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 219 Ebix Inc shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Ebix Inc in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Ebix Inc position peaked at $9K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Ebix Inc as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.