EMFAT
EBIX

Emerald Mutual Fund Advisers Trust’s Ebix Inc EBIX Stock Holding History

Emerald Mutual Fund Advisers Trust’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
-76,597
Closed -$757K – 257
2023
Q3 		$757K Sell
76,597
-2,118
-3% -$41.2K 0.05% 153
2023
Q2 		$1.98M Buy
+78,715
New +$1.48M 0.11% 119
2023
Q1 		– Sell
-10,648
Closed -$213K – 276
2022
Q4 		$213K Sell
10,648
-75,479
-88% -$1.46M 0.01% 172
2022
Q3 		$1.63M Buy
86,127
+79,476
+1,195% +$1.75M 0.1% 139
2022
Q2 		$112K Sell
6,651
-730
-10% -$20.4K 0.01% 191
2022
Q1 		$245K Sell
7,381
-365
-5% -$11.4K 0.01% 176
2021
Q4 		$235K Sell
7,746
-1,930
-20% -$61.6K 0.01% 190
2021
Q3 		$261K Hold
9,676
– – 0.01% 193
2021
Q2 		$328K Buy
9,676
+2,255
+30% +$69.8K 0.01% 189
2021
Q1 		$238K Buy
+7,421
New +$286K 0.01% 200
2020
Q4 		– Sell
-1,104
Closed -$23K – 357
2020
Q3 		$23K Sell
1,104
-71
-6% -$1.58K ﹤0.01% 289
2020
Q2 		$26K Buy
+1,175
New +$24.2K ﹤0.01% 294
2020
Q1 		– Sell
-146,565
Closed -$4.9M – 342
2019
Q4 		$4.9M Sell
146,565
-195
-0.1% -$7.21K 0.2% 135
2019
Q3 		$6.18M Buy
146,760
+40,456
+38% +$1.7M 0.27% 115
2019
Q2 		$5.34M Sell
106,304
-13,122
-11% -$652K 0.21% 134
2019
Q1 		$5.9M Buy
+119,426
New +$6.3M 0.24% 131

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 Mutual Fund Advisers Trust's EBIX Position: Q4 2023 in Review

Emerald Mutual Fund Advisers Trust sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 76,597 shares — an estimated $757K sold.

Emerald Mutual Fund Advisers Trust first reported a position in EBIX in Q1 2019 and held it in 16 quarters. The position peaked at $6.18M in Q3 2019. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Emerald Mutual Fund Advisers Trust reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 76,597 Ebix Inc shares in Q4 2023, an estimated $757K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Ebix Inc in Q1 2019 and held it in 16 quarters.
  • Emerald Mutual Fund Advisers Trust's Ebix Inc position peaked at $6.18M in Q3 2019.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

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