EA
EBIX

Emerald Advisers’s Ebix Inc EBIX Stock Holding History

Emerald Advisers’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
-27,898
Closed -$276K – 258
2023
Q3 		$276K Sell
27,898
-8,969
-24% -$174K 0.01% 197
2023
Q2 		$929K Buy
36,867
+10,277
+39% +$193K 0.04% 146
2023
Q1 		$351K Buy
26,590
+5,907
+29% +$103K 0.02% 184
2022
Q4 		$413K Sell
20,683
-509
-2% -$9.85K 0.02% 177
2022
Q3 		$402K Hold
21,192
– – 0.02% 186
2022
Q2 		$358K Sell
21,192
-4,595
-18% -$129K 0.02% 189
2022
Q1 		$855K Hold
25,787
– – 0.03% 165
2021
Q4 		$784K Sell
25,787
-7,839
-23% -$250K 0.03% 171
2021
Q3 		$906K Hold
33,626
– – 0.03% 161
2021
Q2 		$1.14M Buy
33,626
+7,586
+29% +$235K 0.04% 151
2021
Q1 		$834K Buy
+26,040
New +$1M 0.03% 162
2020
Q4 		– Sell
-649
Closed -$13K – 370
2020
Q3 		$13K Buy
649
+101
+18% +$2.25K ﹤0.01% 307
2020
Q2 		$12K Buy
+548
New +$11.3K ﹤0.01% 295
2020
Q1 		– Sell
-1,005
Closed -$34K – 364
2019
Q4 		$34K Buy
+1,005
New +$37.1K ﹤0.01% 296

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 $46.4B AUM 27.74% 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 $40.4B AUM 21.2% 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

Emerald Advisers's EBIX Position: Q4 2023 in Review

Emerald Advisers sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 27,898 shares — an estimated $276K sold.

Emerald Advisers first reported a position in EBIX in Q4 2019 and held it in 14 quarters. The position peaked at $1.14M in Q2 2021. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Emerald Advisers reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Emerald Advisers sold 27,898 Ebix Inc shares in Q4 2023, an estimated $276K.
  • Emerald Advisers first reported a position in Ebix Inc in Q4 2019 and held it in 14 quarters.
  • Emerald Advisers's Ebix Inc position peaked at $1.14M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Emerald Advisers's 13F filing for Q4 2023, filed 5 Feb 2024.