BFC
EBIX

Bedel Financial Consulting’s Ebix Inc EBIX Stock Holding History

Bedel Financial Consulting’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
Q1 		– Sell
-20
Closed -$1K – 950
2019
Q4 		$1K Hold
20
– – ﹤0.01% 760
2019
Q3 		$1K Hold
20
– – ﹤0.01% 745
2019
Q2 		$1K Hold
20
– – ﹤0.01% 714
2019
Q1 		$1K Hold
20
– – ﹤0.01% 699
2018
Q4 		$1K Hold
20
– – ﹤0.01% 676
2018
Q3 		$1K Hold
20
– – ﹤0.01% 673
2018
Q2 		$2K Hold
20
– – ﹤0.01% 643
2018
Q1 		$1K Buy
+20
New +$1.63K ﹤0.01% 672

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bedel Financial Consulting's EBIX Position: Q1 2020 in Review

Bedel Financial Consulting sold out of Ebix Inc (EBIX) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in EBIX in Q1 2018 and held it in 8 quarters. The position peaked at $2K in Q2 2018. 157 funds tracked by Wall St. Rank hold EBIX as of Q1 2020.

  • Bedel Financial Consulting reported no remaining Ebix Inc position as of Q1 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 20 Ebix Inc shares in Q1 2020, an estimated $1K.
  • Bedel Financial Consulting first reported a position in Ebix Inc in Q1 2018 and held it in 8 quarters.
  • Bedel Financial Consulting's Ebix Inc position peaked at $2K in Q2 2018.
  • 157 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2020.

Based on Bedel Financial Consulting's 13F filing for Q1 2020, filed 6 May 2020.