Summit Securities Group’s Ebix Inc EBIX Stock Holding History

Summit Securities 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
2023 Q1	–	Sell	-1	Closed	–	–	1440
2022 Q4	$0	Buy	+1	New	+$19	﹤0.01%	1507
2015 Q1	–	Sell	-31	Closed	-$1K	–	778
2014 Q4	$1K	Buy	+31	New	+$476	﹤0.01%	587

Other funds holding EBIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Securities Group's EBIX Position: Q1 2023 in Review

Summit Securities Group sold out of Ebix Inc (EBIX) in Q1 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in EBIX in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q4 2014. 143 funds tracked by Wall St. Rank hold EBIX as of Q1 2023.

Summit Securities Group reported no remaining Ebix Inc position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 1 Ebix Inc share in Q1 2023.
Summit Securities Group first reported a position in Ebix Inc in Q4 2014 and held it in 2 quarters.
Summit Securities Group's Ebix Inc position peaked at $1K in Q4 2014.
143 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.