SIM
EBIX

SummerHaven Investment Management’s Ebix Inc EBIX Stock Holding History

SummerHaven 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
2023
Q4 		– Sell
-26,051
Closed -$257K – 199
2023
Q3 		$257K Sell
26,051
-9,814
-27% -$191K 0.19% 198
2023
Q2 		$904K Sell
35,865
-7,408
-17% -$139K 0.57% 57
2023
Q1 		$571K Buy
43,273
+1,156
+3% +$20.1K 0.33% 175
2022
Q4 		$841K Buy
42,117
+607
+1% +$11.7K 0.5% 84
2022
Q3 		$787K Buy
41,510
+12,592
+44% +$277K 0.54% 53
2022
Q2 		$489K Hold
28,918
– – 0.33% 165
2022
Q1 		$959K Buy
28,918
+1,274
+5% +$39.8K 0.54% 65
2021
Q4 		$840K Hold
27,644
– – 0.45% 131
2021
Q3 		$744K Buy
27,644
+7,186
+35% +$211K 0.44% 167
2021
Q2 		$694K Buy
20,458
+505
+3% +$15.6K 0.4% 142
2021
Q1 		$639K Hold
19,953
– – 0.39% 151
2020
Q4 		$758K Buy
+19,953
New +$561K 0.59% 42

Other funds holding EBIX

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DTL
Dynamic Technology Lab Singapore $615M AUM 11.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SummerHaven Investment Management's EBIX Position: Q4 2023 in Review

SummerHaven Investment Management sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 26,051 shares — an estimated $257K sold.

SummerHaven Investment Management first reported a position in EBIX in Q4 2020 and held it in 12 quarters. The position peaked at $959K in Q1 2022. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • SummerHaven Investment Management reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • SummerHaven Investment Management sold 26,051 Ebix Inc shares in Q4 2023, an estimated $257K.
  • SummerHaven Investment Management first reported a position in Ebix Inc in Q4 2020 and held it in 12 quarters.
  • SummerHaven Investment Management's Ebix Inc position peaked at $959K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on SummerHaven Investment Management's 13F filing for Q4 2023, filed 5 Feb 2024.