Sumitomo Mitsui Trust Group
EBIX

Sumitomo Mitsui Trust Group’s Ebix Inc EBIX Stock Holding History

Sumitomo Mitsui Trust Group’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
2018
Q4 		– Sell
-391,967
Closed -$31M – 958
2018
Q3 		$31M Buy
+391,967
New +$31.2M 0.03% 521
2017
Q3 		– Sell
-40,790
Closed -$2.2M – 924
2017
Q2 		$2.2M Buy
40,790
+32,190
+374% +$1.85M ﹤0.01% 749
2017
Q1 		$527K Buy
8,600
+3,500
+69% +$208K ﹤0.01% 813
2016
Q4 		$291K Buy
+5,100
New +$296K ﹤0.01% 852

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EBIX Position: Q4 2018 in Review

Sumitomo Mitsui Trust Group sold out of Ebix Inc (EBIX) in Q4 2018, closing a stake of 391,967 shares — an estimated $31M sold.

Sumitomo Mitsui Trust Group first reported a position in EBIX in Q4 2016 and held it in 4 quarters. The position peaked at $31M in Q3 2018. 191 funds tracked by Wall St. Rank hold EBIX as of Q4 2018.

  • Sumitomo Mitsui Trust Group reported no remaining Ebix Inc position as of Q4 2018 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 391,967 Ebix Inc shares in Q4 2018, an estimated $31M.
  • Sumitomo Mitsui Trust Group first reported a position in Ebix Inc in Q4 2016 and held it in 4 quarters.
  • Sumitomo Mitsui Trust Group's Ebix Inc position peaked at $31M in Q3 2018.
  • 191 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2018.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2018, filed 6 Feb 2019.