AIA
EBIX

Avalon Investment & Advisory’s Ebix Inc EBIX Stock Holding History

Avalon Investment & Advisory’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
-108,544
Closed -$4.12M – 377
2020
Q4 		$4.12M Buy
+108,544
New +$3.05M 0.08% 149
2018
Q4 		– Sell
-45,084
Closed -$3.57M – 388
2018
Q3 		$3.57M Buy
+45,084
New +$3.59M 0.1% 186

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avalon Investment & Advisory's EBIX Position: Q1 2021 in Review

Avalon Investment & Advisory sold out of Ebix Inc (EBIX) in Q1 2021, closing a stake of 108,544 shares — an estimated $4.12M sold.

Avalon Investment & Advisory first reported a position in EBIX in Q3 2018 and held it in 2 quarters. The position peaked at $4.12M in Q4 2020. 168 funds tracked by Wall St. Rank hold EBIX as of Q1 2021.

  • Avalon Investment & Advisory reported no remaining Ebix Inc position as of Q1 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 108,544 Ebix Inc shares in Q1 2021, an estimated $4.12M.
  • Avalon Investment & Advisory first reported a position in Ebix Inc in Q3 2018 and held it in 2 quarters.
  • Avalon Investment & Advisory's Ebix Inc position peaked at $4.12M in Q4 2020.
  • 168 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2021.

Based on Avalon Investment & Advisory's 13F filing for Q1 2021, filed 13 May 2021.