Bank of America
EBIX

Bank of America’s Ebix Inc EBIX Stock Holding History

Bank of America’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
-60,379
Closed -$597K – 8445
2023
Q3 		$597K Buy
60,379
+43,589
+260% +$848K ﹤0.01% 5204
2023
Q2 		$423K Sell
16,790
-30,784
-65% -$577K ﹤0.01% 5384
2023
Q1 		$628K Sell
47,574
-26,507
-36% -$461K ﹤0.01% 5218
2022
Q4 		$1.48M Buy
74,081
+3,482
+5% +$67.4K ﹤0.01% 4525
2022
Q3 		$1.34M Sell
70,599
-1,149
-2% -$25.3K ﹤0.01% 4646
2022
Q2 		$1.21M Sell
71,748
-4,175
-5% -$117K ﹤0.01% 4747
2022
Q1 		$2.52M Buy
75,923
+10,682
+16% +$334K ﹤0.01% 4368
2021
Q4 		$1.98M Buy
65,241
+3,823
+6% +$122K ﹤0.01% 4563
2021
Q3 		$1.66M Buy
61,418
+9,920
+19% +$291K ﹤0.01% 4610
2021
Q2 		$1.75M Sell
51,498
-105,359
-67% -$3.26M ﹤0.01% 4444
2021
Q1 		$5.02M Buy
156,857
+93,660
+148% +$3.61M ﹤0.01% 3391
2020
Q4 		$2.4M Buy
63,197
+26,705
+73% +$751K ﹤0.01% 3785
2020
Q3 		$752K Sell
36,492
-61,780
-63% -$1.38M ﹤0.01% 4419
2020
Q2 		$2.2M Buy
98,272
+63,864
+186% +$1.32M ﹤0.01% 3551
2020
Q1 		$522K Buy
34,408
+13,327
+63% +$380K ﹤0.01% 4482
2019
Q4 		$705K Sell
21,081
-6,342
-23% -$234K ﹤0.01% 4764
2019
Q3 		$1.15M Sell
27,423
-24,454
-47% -$1.03M ﹤0.01% 4453
2019
Q2 		$2.6M Buy
51,877
+37,364
+257% +$1.86M ﹤0.01% 3822
2019
Q1 		$716K Sell
14,513
-12,025
-45% -$634K ﹤0.01% 4772
2018
Q4 		$1.13M Buy
26,538
+17,495
+193% +$932K ﹤0.01% 4303
2018
Q3 		$715K Sell
9,043
-14,732
-62% -$1.17M ﹤0.01% 4713
2018
Q2 		$1.81M Sell
23,775
-34,895
-59% -$2.68M ﹤0.01% 4047
2018
Q1 		$4.37M Buy
58,670
+51,083
+673% +$4.15M ﹤0.01% 3210
2017
Q4 		$602K Buy
7,587
+708
+10% +$51.5K ﹤0.01% 4825
2017
Q3 		$448K Sell
6,879
-10,679
-61% -$616K ﹤0.01% 5022
2017
Q2 		$946K Sell
17,558
-21,398
-55% -$1.23M ﹤0.01% 4471
2017
Q1 		$2.39M Buy
38,956
+17,760
+84% +$1.06M ﹤0.01% 3723
2016
Q4 		$1.21M Buy
21,196
+11,089
+110% +$644K ﹤0.01% 4200
2016
Q3 		$575K Sell
10,107
-2,734
-21% -$149K ﹤0.01% 4528
2016
Q2 		$615K Sell
12,841
-20,160
-61% -$927K ﹤0.01% 4524
2016
Q1 		$1.35M Sell
33,001
-3,224
-9% -$113K ﹤0.01% 3895
2015
Q4 		$1.19M Sell
36,225
-9,220
-20% -$292K ﹤0.01% 4246
2015
Q3 		$1.13M Buy
45,445
+8,545
+23% +$253K ﹤0.01% 4235
2015
Q2 		$1.2M Buy
36,900
+25,154
+214% +$807K ﹤0.01% 3946
2015
Q1 		$356K Sell
11,746
-7,401
-39% -$186K ﹤0.01% 4546
2014
Q4 		$325K Sell
19,147
-2,916
-13% -$44.8K ﹤0.01% 4970
2014
Q3 		$313K Sell
22,063
-25,032
-53% -$348K ﹤0.01% 4997
2014
Q2 		$674K Buy
47,095
+12,239
+35% +$190K ﹤0.01% 4339
2014
Q1 		$595K Sell
34,856
-9,755
-22% -$150K ﹤0.01% 4432
2013
Q4 		$656K Buy
44,611
+1,752
+4% +$22.5K ﹤0.01% 4512
2013
Q3 		$426K Buy
42,859
+7,425
+21% +$80.7K ﹤0.01% 4782
2013
Q2 		$328K Buy
+35,434
New +$633K ﹤0.01% 5147

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 $55.1B AUM 45.38% 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 $51.6B AUM 27.34% 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

Bank of America's EBIX Position: Q4 2023 in Review

Bank of America sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 60,379 shares — an estimated $597K sold.

Bank of America first reported a position in EBIX in Q2 2013 and held it in 42 quarters. The position peaked at $5.02M in Q1 2021. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Bank of America reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Bank of America sold 60,379 Ebix Inc shares in Q4 2023, an estimated $597K.
  • Bank of America first reported a position in Ebix Inc in Q2 2013 and held it in 42 quarters.
  • Bank of America's Ebix Inc position peaked at $5.02M in Q1 2021.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Bank of America's 13F filing for Q4 2023, filed 14 Feb 2024.