Wells Fargo
EBIX

Wells Fargo’s Ebix Inc EBIX Stock Holding History

Wells Fargo’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
-41,639
Closed -$411K – 7869
2023
Q3 		$411K Buy
41,639
+3,996
+11% +$77.7K ﹤0.01% 3899
2023
Q2 		$949K Buy
37,643
+4,784
+15% +$89.7K ﹤0.01% 3515
2023
Q1 		$433K Buy
32,859
+5,565
+20% +$96.8K ﹤0.01% 3943
2022
Q4 		$545K Sell
27,294
-4,119
-13% -$79.7K ﹤0.01% 3583
2022
Q3 		$596K Buy
31,413
+202
+0.6% +$4.45K ﹤0.01% 3586
2022
Q2 		$527K Sell
31,211
-31,138
-50% -$871K ﹤0.01% 3713
2022
Q1 		$2.07M Sell
62,349
-9,866
-14% -$308K ﹤0.01% 3261
2021
Q4 		$2.2M Buy
72,215
+1,783
+3% +$56.9K ﹤0.01% 3411
2021
Q3 		$1.9M Buy
70,432
+34,823
+98% +$1.02M ﹤0.01% 3711
2021
Q2 		$1.21M Sell
35,609
-103,038
-74% -$3.19M ﹤0.01% 4080
2021
Q1 		$4.44M Buy
138,647
+44,617
+47% +$1.72M ﹤0.01% 2968
2020
Q4 		$3.57M Buy
94,030
+666
+0.7% +$18.7K ﹤0.01% 3037
2020
Q3 		$1.92M Sell
93,364
-4,531
-5% -$101K ﹤0.01% 3342
2020
Q2 		$2.19M Buy
97,895
+16,603
+20% +$342K ﹤0.01% 3200
2020
Q1 		$1.23M Sell
81,292
-65,490
-45% -$1.87M ﹤0.01% 3395
2019
Q4 		$4.9M Buy
146,782
+14,585
+11% +$539K ﹤0.01% 2583
2019
Q3 		$5.57M Sell
132,197
-128,447
-49% -$5.39M ﹤0.01% 2450
2019
Q2 		$13.1M Buy
260,644
+129,309
+98% +$6.43M ﹤0.01% 1746
2019
Q1 		$6.48M Sell
131,335
-82,407
-39% -$4.34M ﹤0.01% 2306
2018
Q4 		$9.1M Buy
213,742
+164,853
+337% +$8.78M ﹤0.01% 1920
2018
Q3 		$3.87M Buy
48,889
+3,569
+8% +$284K ﹤0.01% 2865
2018
Q2 		$3.46M Sell
45,320
-5,787
-11% -$444K ﹤0.01% 3009
2018
Q1 		$3.81M Buy
51,107
+762
+2% +$61.9K ﹤0.01% 2857
2017
Q4 		$3.99M Buy
50,345
+7,052
+16% +$513K ﹤0.01% 2789
2017
Q3 		$2.83M Buy
43,293
+8,968
+26% +$517K ﹤0.01% 3022
2017
Q2 		$1.85M Buy
34,325
+6,801
+25% +$392K ﹤0.01% 3269
2017
Q1 		$1.69M Sell
27,524
-27,150
-50% -$1.61M ﹤0.01% 3338
2016
Q4 		$3.12M Buy
54,674
+20,440
+60% +$1.19M ﹤0.01% 2795
2016
Q3 		$1.95M Sell
34,234
-9
-0% -$492 ﹤0.01% 2988
2016
Q2 		$1.64M Buy
34,243
+18,321
+115% +$842K ﹤0.01% 3114
2016
Q1 		$650K Sell
15,922
-784
-5% -$27.4K ﹤0.01% 3703
2015
Q4 		$547K Buy
16,706
+8,668
+108% +$274K ﹤0.01% 3866
2015
Q3 		$201K Sell
8,038
-6,059
-43% -$179K ﹤0.01% 4471
2015
Q2 		$459K Buy
14,097
+9,916
+237% +$318K ﹤0.01% 4153
2015
Q1 		$127K Buy
4,181
+664
+19% +$16.7K ﹤0.01% 4648
2014
Q4 		$60K Sell
3,517
-2,615
-43% -$40.2K ﹤0.01% 4949
2014
Q3 		$87K Sell
6,132
-101,082
-94% -$1.4M ﹤0.01% 4715
2014
Q2 		$1.53M Sell
107,214
-9,645
-8% -$150K ﹤0.01% 3196
2014
Q1 		$2M Sell
116,859
-419,254
-78% -$6.47M ﹤0.01% 2999
2013
Q4 		$7.89M Buy
536,113
+24,733
+5% +$318K ﹤0.01% 1904
2013
Q3 		$5.08M Sell
511,380
-90,658
-15% -$986K ﹤0.01% 2181
2013
Q2 		$5.58M Buy
+602,038
New +$10.8M ﹤0.01% 2030

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

Wells Fargo's EBIX Position: Q4 2023 in Review

Wells Fargo sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 41,639 shares — an estimated $411K sold.

Wells Fargo first reported a position in EBIX in Q2 2013 and held it in 42 quarters. The position peaked at $13.1M in Q2 2019. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Wells Fargo reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Wells Fargo sold 41,639 Ebix Inc shares in Q4 2023, an estimated $411K.
  • Wells Fargo first reported a position in Ebix Inc in Q2 2013 and held it in 42 quarters.
  • Wells Fargo's Ebix Inc position peaked at $13.1M in Q2 2019.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

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