SPIA
EBIX

Steward Partners Investment Advisory’s Ebix Inc EBIX Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-4
Closed – – 3550
2020
Q4 		$0 Buy
+4
New +$112 ﹤0.01% 3081

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's EBIX Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of Ebix Inc (EBIX) in Q1 2021, closing a stake of 4 shares.

Steward Partners Investment Advisory first reported a position in EBIX in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 168 funds tracked by Wall St. Rank hold EBIX as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining Ebix Inc position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4 Ebix Inc shares in Q1 2021.
  • Steward Partners Investment Advisory first reported a position in Ebix Inc in Q4 2020 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Ebix Inc position peaked at $0 in Q4 2020.
  • 168 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.