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
2020
Q3 		– Sell
-49,100
Closed -$1.1M – 7445
2020
Q2 		$1.1M Buy
+49,100
New +$1.01M ﹤0.01% 4052
2016
Q1 		– Sell
-3,000
Closed -$98K – 7771
2015
Q4 		$98K Hold
3,000
– – ﹤0.01% 5737
2015
Q3 		$75K Hold
3,000
– – ﹤0.01% 5791
2015
Q2 		$98K Hold
3,000
– – ﹤0.01% 5602
2015
Q1 		$91K Sell
3,000
-12,100
-80% -$304K ﹤0.01% 5364
2014
Q4 		$257K Sell
15,100
-7,300
-33% -$112K ﹤0.01% 5170
2014
Q3 		$318K Sell
22,400
-6,400
-22% -$88.9K ﹤0.01% 4981
2014
Q2 		$412K Sell
28,800
-3,600
-11% -$55.9K ﹤0.01% 4809
2014
Q1 		$553K Buy
32,400
+27,800
+604% +$429K ﹤0.01% 4503
2013
Q4 		$68K Buy
4,600
+1,000
+28% +$12.8K ﹤0.01% 6387
2013
Q3 		$36K Buy
+3,600
New +$39.1K ﹤0.01% 6617

Other funds holding EBIX

Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 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 $133B AUM 43.5% 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.