AB
EBIX

Amalgamated Bank’s Ebix Inc EBIX Stock Holding History

Amalgamated Bank’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
-10,128
Closed -$100K – 3036
2023
Q3 		$100K Hold
10,128
– – ﹤0.01% 2002
2023
Q2 		$255K Sell
10,128
-881
-8% -$16.5K ﹤0.01% 1726
2023
Q1 		$145K Sell
11,009
-143
-1% -$2.49K ﹤0.01% 1917
2022
Q4 		$223K Hold
11,152
– – ﹤0.01% 1819
2022
Q3 		$212K Sell
11,152
-191
-2% -$4.2K ﹤0.01% 1822
2022
Q2 		$192K Buy
11,343
+408
+4% +$11.4K ﹤0.01% 1897
2022
Q1 		$362K Sell
10,935
-666
-6% -$20.8K ﹤0.01% 1686
2021
Q4 		$353K Sell
11,601
-244
-2% -$7.78K ﹤0.01% 1748
2021
Q3 		$319K Sell
11,845
-205
-2% -$6.01K ﹤0.01% 1822
2021
Q2 		$408K Buy
+12,050
New +$373K ﹤0.01% 1742
2019
Q3 		– Sell
-4,366
Closed -$219K – 1815
2019
Q2 		$219K Buy
+4,366
New +$217K 0.01% 1537
2018
Q3 		– Sell
-3,910
Closed -$298K – 1749
2018
Q2 		$298K Buy
3,910
+466
+14% +$35.7K 0.01% 1327
2018
Q1 		$257K Sell
3,444
-42
-1% -$3.41K 0.01% 1310
2017
Q4 		$276K Buy
3,486
+203
+6% +$14.8K 0.01% 1309
2017
Q3 		$214K Buy
+3,283
New +$189K 0.01% 1410
2017
Q2 		– Sell
-3,307
Closed -$203K – 1628
2017
Q1 		$203K Buy
+3,307
New +$196K 0.01% 1376

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

Amalgamated Bank's EBIX Position: Q4 2023 in Review

Amalgamated Bank sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 10,128 shares — an estimated $100K sold.

Amalgamated Bank first reported a position in EBIX in Q1 2017 and held it in 16 quarters. The position peaked at $408K in Q2 2021. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Amalgamated Bank reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Amalgamated Bank sold 10,128 Ebix Inc shares in Q4 2023, an estimated $100K.
  • Amalgamated Bank first reported a position in Ebix Inc in Q1 2017 and held it in 16 quarters.
  • Amalgamated Bank's Ebix Inc position peaked at $408K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Amalgamated Bank's 13F filing for Q4 2023, filed 6 Feb 2024.