Wellington Management Group
EBIX

Wellington Management Group’s Ebix Inc EBIX Stock Holding History

Wellington Management 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
2022
Q1 		– Sell
-7,952
Closed -$242K – 2355
2021
Q4 		$242K Buy
+7,952
New +$254K ﹤0.01% 2110
2017
Q2 		– Sell
-83,633
Closed -$5.12M – 2409
2017
Q1 		$5.12M Buy
+83,633
New +$4.97M ﹤0.01% 1441
2013
Q4 		– Sell
-250,770
Closed -$2.49M – 2336
2013
Q3 		$2.49M Sell
250,770
-17,930
-7% -$195K ﹤0.01% 1621
2013
Q2 		$2.49M Buy
+268,700
New +$4.8M ﹤0.01% 1595

Other funds holding EBIX

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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Wellington Management Group's EBIX Position: Q1 2022 in Review

Wellington Management Group sold out of Ebix Inc (EBIX) in Q1 2022, closing a stake of 7,952 shares — an estimated $242K sold.

Wellington Management Group first reported a position in EBIX in Q2 2013 and held it in 4 quarters. The position peaked at $5.12M in Q1 2017. 178 funds tracked by Wall St. Rank hold EBIX as of Q1 2022.

  • Wellington Management Group reported no remaining Ebix Inc position as of Q1 2022 after selling out during the quarter.
  • Wellington Management Group sold 7,952 Ebix Inc shares in Q1 2022, an estimated $242K.
  • Wellington Management Group first reported a position in Ebix Inc in Q2 2013 and held it in 4 quarters.
  • Wellington Management Group's Ebix Inc position peaked at $5.12M in Q1 2017.
  • 178 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2022.

Based on Wellington Management Group's 13F filing for Q1 2022, filed 16 May 2022.