AP
EBIX

Atwood & Palmer’s Ebix Inc EBIX Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-140
Closed -$5K – 445
2021
Q2 		$5K Hold
140
– – ﹤0.01% 372
2021
Q1 		$4K Hold
140
– – ﹤0.01% 404
2020
Q4 		$5K Hold
140
– – ﹤0.01% 347
2020
Q3 		$3K Hold
140
– – ﹤0.01% 313
2020
Q2 		$3K Hold
140
– – ﹤0.01% 301
2020
Q1 		$2K Hold
140
– – ﹤0.01% 303
2019
Q4 		$5K Hold
140
– – ﹤0.01% 272
2019
Q3 		$6K Hold
140
– – ﹤0.01% 273
2019
Q2 		$7K Sell
140
-183,738
-100% -$9.13M ﹤0.01% 263
2019
Q1 		$9.08M Sell
183,878
-2,025
-1% -$107K 1.29% 27
2018
Q4 		$7.91M Sell
185,903
-7,725
-4% -$411K 1.26% 30
2018
Q3 		$15.3M Buy
193,628
+1,000
+0.5% +$79.6K 2% 20
2018
Q2 		$14.7M Sell
192,628
-129,231
-40% -$9.91M 2.02% 18
2018
Q1 		$24M Sell
321,859
-4,010
-1% -$326K 3.42% 8
2017
Q4 		$25.8M Buy
325,869
+502
+0.2% +$36.5K 3.62% 7
2017
Q3 		$21.2M Buy
325,367
+15,936
+5% +$919K 3.07% 12
2017
Q2 		$16.7M Buy
309,431
+10,367
+3% +$597K 2.62% 17
2017
Q1 		$18.3M Sell
299,064
-15,749
-5% -$936K 2.93% 11
2016
Q4 		$18M Buy
314,813
+3,564
+1% +$207K 3.23% 10
2016
Q3 		$17.7M Sell
311,249
-2,847
-0.9% -$156K 3.21% 10
2016
Q2 		$15M Buy
314,096
+8,653
+3% +$398K 2.72% 13
2016
Q1 		$12.5M Buy
+305,443
New +$10.7M 2.22% 20

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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

Atwood & Palmer's EBIX Position: Q3 2021 in Review

Atwood & Palmer sold out of Ebix Inc (EBIX) in Q3 2021, closing a stake of 140 shares — an estimated $5K sold.

Atwood & Palmer first reported a position in EBIX in Q1 2016 and held it in 22 quarters. The position peaked at $25.8M in Q4 2017. 158 funds tracked by Wall St. Rank hold EBIX as of Q3 2021.

  • Atwood & Palmer reported no remaining Ebix Inc position as of Q3 2021 after selling out during the quarter.
  • Atwood & Palmer sold 140 Ebix Inc shares in Q3 2021, an estimated $5K.
  • Atwood & Palmer first reported a position in Ebix Inc in Q1 2016 and held it in 22 quarters.
  • Atwood & Palmer's Ebix Inc position peaked at $25.8M in Q4 2017.
  • 158 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2021.

Based on Atwood & Palmer's 13F filing for Q3 2021, filed 19 Oct 2021.