AG
EBIX

Aperio Group’s Ebix Inc EBIX Stock Holding History

Aperio 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
2020
Q4 		$578K Sell
15,226
-996
-6% -$28K ﹤0.01% 1895
2020
Q3 		$334K Sell
16,222
-269
-2% -$5.99K ﹤0.01% 2022
2020
Q2 		$369K Buy
16,491
+5,842
+55% +$120K ﹤0.01% 1927
2020
Q1 		$162K Buy
+10,649
New +$304K ﹤0.01% 2136
2019
Q4 		– Sell
-8,031
Closed -$338K – 2393
2019
Q3 		$338K Sell
8,031
-2,836
-26% -$119K ﹤0.01% 1964
2019
Q2 		$546K Buy
10,867
+53
+0.5% +$2.63K ﹤0.01% 1740
2019
Q1 		$534K Sell
10,814
-2,490
-19% -$131K ﹤0.01% 1720
2018
Q4 		$566K Buy
13,304
+7,055
+113% +$376K ﹤0.01% 1607
2018
Q3 		$495K Buy
6,249
+66
+1% +$5.25K ﹤0.01% 1767
2018
Q2 		$471K Buy
6,183
+224
+4% +$17.2K ﹤0.01% 1774
2018
Q1 		$444K Buy
5,959
+162
+3% +$13.2K ﹤0.01% 1749
2017
Q4 		$459K Sell
5,797
-191
-3% -$13.9K ﹤0.01% 1742
2017
Q3 		$391K Sell
5,988
-411
-6% -$23.7K ﹤0.01% 1786
2017
Q2 		$345K Sell
6,399
-2,030
-24% -$117K ﹤0.01% 1823
2017
Q1 		$516K Sell
8,429
-42
-0.5% -$2.5K ﹤0.01% 1525
2016
Q4 		$483K Buy
8,471
+341
+4% +$19.8K ﹤0.01% 1533
2016
Q3 		$462K Buy
8,130
+1,025
+14% +$56K ﹤0.01% 1496
2016
Q2 		$340K Sell
7,105
-314
-4% -$14.4K ﹤0.01% 1604
2016
Q1 		$303K Buy
7,419
+100
+1% +$3.49K ﹤0.01% 1651
2015
Q4 		$240K Sell
7,319
-2,789
-28% -$88.3K ﹤0.01% 1739
2015
Q3 		$252K Sell
10,108
-14,554
-59% -$431K ﹤0.01% 1652
2015
Q2 		$804K Buy
24,662
+293
+1% +$9.4K 0.01% 1083
2015
Q1 		$740K Buy
24,369
+1,108
+5% +$27.8K 0.01% 1073
2014
Q4 		$395K Buy
+23,261
New +$357K ﹤0.01% 1353

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Aperio Group's EBIX Position: Q4 2020 in Review

Aperio Group reduced its Ebix Inc (EBIX) stake by 6.1% in Q4 2020, selling an estimated $28K and leaving 15,226 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Aperio Group first reported a position in EBIX in Q4 2014 and has held it in 24 quarters since. The position peaked at $804K in Q2 2015. 193 funds tracked by Wall St. Rank hold EBIX as of Q4 2020.

  • Aperio Group held 15,226 shares of Ebix Inc worth $578K as of Q4 2020.
  • Aperio Group sold 996 Ebix Inc shares in Q4 2020, an estimated $28K.
  • Ebix Inc made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1895 holding.
  • Aperio Group first reported a position in Ebix Inc in Q4 2014 and has held it in 24 quarters since.
  • Aperio Group's Ebix Inc position peaked at $804K in Q2 2015.
  • 193 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.