CS
EBIX

Cannell & Spears’s Ebix Inc EBIX Stock Holding History

Cannell & Spears’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
Q4 		– Sell
-7,968
Closed -$215K – 257
2021
Q3 		$215K Hold
7,968
– – 0.02% 223
2021
Q2 		$270K Hold
7,968
– – 0.02% 206
2021
Q1 		$255K Sell
7,968
-1,857
-19% -$71.6K 0.02% 198
2020
Q4 		$373K Sell
9,825
-427
-4% -$12K 0.03% 159
2020
Q3 		$211K Hold
10,252
– – 0.02% 214
2020
Q2 		$229K Sell
10,252
-37,755
-79% -$778K 0.02% 195
2020
Q1 		$729K Buy
+48,007
New +$1.37M 0.09% 91

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cannell & Spears's EBIX Position: Q4 2021 in Review

Cannell & Spears sold out of Ebix Inc (EBIX) in Q4 2021, closing a stake of 7,968 shares — an estimated $215K sold.

Cannell & Spears first reported a position in EBIX in Q1 2020 and held it in 7 quarters. The position peaked at $729K in Q1 2020. 160 funds tracked by Wall St. Rank hold EBIX as of Q4 2021.

  • Cannell & Spears reported no remaining Ebix Inc position as of Q4 2021 after selling out during the quarter.
  • Cannell & Spears sold 7,968 Ebix Inc shares in Q4 2021, an estimated $215K.
  • Cannell & Spears first reported a position in Ebix Inc in Q1 2020 and held it in 7 quarters.
  • Cannell & Spears's Ebix Inc position peaked at $729K in Q1 2020.
  • 160 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2021.

Based on Cannell & Spears's 13F filing for Q4 2021, filed 14 Feb 2022.