UBS Group’s Ebix Inc EBIX Stock Holding History

UBS 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 Q4	–	Sell	-400	Closed	-$3.95K	–	10623
2023 Q3	$3.95K	Buy	+400	New	+$7.78K	﹤0.01%	7500
2023 Q1	–	Sell	-1,700	Closed	-$33.9K	–	11614
2022 Q4	$33.9K	Buy	+1,700	New	+$32.9K	﹤0.01%	7119

Other funds holding EBIX

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

DTL

Dynamic Technology Lab Singapore $615M AUM 11.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group's EBIX Position: Q4 2023 in Review

UBS Group sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 8,483 shares — an estimated $83.8K sold.

UBS Group first reported a position in EBIX in Q4 2014 and held it in 36 quarters. The position peaked at $6.71M in Q1 2016. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

UBS Group reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
UBS Group sold 8,483 Ebix Inc shares in Q4 2023, an estimated $83.8K.
UBS Group first reported a position in Ebix Inc in Q4 2014 and held it in 36 quarters.
UBS Group's Ebix Inc position peaked at $6.71M in Q1 2016.
10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.