Ergoteles’s Ebix Inc EBIX Stock Holding History

Ergoteles’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	-11,784	Closed	-$317K	–	1810
2021 Q3	$317K	Buy	11,784 +4,184	+55%	+$123K	0.01%	777
2021 Q2	$258K	Buy	+7,600	New	+$235K	0.01%	1143

Other funds holding EBIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ergoteles's EBIX Position: Q4 2021 in Review

Ergoteles sold out of Ebix Inc (EBIX) in Q4 2021, closing a stake of 11,784 shares — an estimated $317K sold.

Ergoteles first reported a position in EBIX in Q2 2021 and held it in 2 quarters. The position peaked at $317K in Q3 2021. 160 funds tracked by Wall St. Rank hold EBIX as of Q4 2021.

Ergoteles reported no remaining Ebix Inc position as of Q4 2021 after selling out during the quarter.
Ergoteles sold 11,784 Ebix Inc shares in Q4 2021, an estimated $317K.
Ergoteles first reported a position in Ebix Inc in Q2 2021 and held it in 2 quarters.
Ergoteles's Ebix Inc position peaked at $317K in Q3 2021.
160 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2021.

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