UBS Group
EBIX

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
2016
Q1 		– Sell
-200
Closed -$7K – 8850
2015
Q4 		$7K Hold
200
– – ﹤0.01% 7574
2015
Q3 		$5K Hold
200
– – ﹤0.01% 7780
2015
Q2 		$7K Hold
200
– – ﹤0.01% 7756
2015
Q1 		$6K Sell
200
-27,500
-99% -$691K ﹤0.01% 8069
2014
Q4 		$471K Buy
+27,700
New +$426K ﹤0.01% 4257

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 $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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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.