Affinity Investment Advisors’s Ebix Inc EBIX Stock Holding History

Affinity Investment Advisors’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
2021 Q1	–	Sell	-10,788	Closed	-$410K	–	169
2020 Q4	$410K	Sell	10,788 -59	-0.5%	-$1.66K	0.17%	129
2020 Q3	$223K	Hold	10,847	–	–	0.1%	136
2020 Q2	$243K	Hold	10,847	–	–	0.12%	130
2020 Q1	$165K	Buy	+10,847	New	+$309K	0.08%	130
2019 Q4	–	Sell	-5,587	Closed	-$235K	–	151
2019 Q3	$235K	Hold	5,587	–	–	0.07%	131
2019 Q2	$281K	Buy	5,587 +1,228	+28%	+$61K	0.08%	132
2019 Q1	$215K	Buy	+4,359	New	+$230K	0.04%	137
2018 Q4	–	Sell	-4,601	Closed	-$364K	–	159
2018 Q3	$364K	Buy	4,601 +1,549	+51%	+$123K	0.05%	128
2018 Q2	$233K	Hold	3,052	–	–	0.03%	176
2018 Q1	$227K	Buy	+3,052	New	+$248K	0.03%	175
2017 Q2	–	Sell	-4,323	Closed	-$265K	–	201
2017 Q1	$265K	Sell	4,323 -1,212	-22%	-$72K	0.02%	157
2016 Q4	$316K	Hold	5,535	–	–	0.03%	133
2016 Q3	$315K	Sell	5,535 -1,384	-20%	-$75.7K	0.03%	123
2016 Q2	$331K	Buy	6,919 +670	+11%	+$30.8K	0.02%	127
2016 Q1	$255K	Buy	+6,249	New	+$218K	0.02%	138

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Affinity Investment Advisors's EBIX Position: Q1 2021 in Review

Affinity Investment Advisors sold out of Ebix Inc (EBIX) in Q1 2021, closing a stake of 10,788 shares — an estimated $410K sold.

Affinity Investment Advisors first reported a position in EBIX in Q1 2016 and held it in 15 quarters. The position peaked at $410K in Q4 2020. 168 funds tracked by Wall St. Rank hold EBIX as of Q1 2021.

Affinity Investment Advisors reported no remaining Ebix Inc position as of Q1 2021 after selling out during the quarter.
Affinity Investment Advisors sold 10,788 Ebix Inc shares in Q1 2021, an estimated $410K.
Affinity Investment Advisors first reported a position in Ebix Inc in Q1 2016 and held it in 15 quarters.
Affinity Investment Advisors's Ebix Inc position peaked at $410K in Q4 2020.
168 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2021.

Based on Affinity Investment Advisors's 13F filing for Q1 2021, filed 13 May 2021.