EIM
EBIX

Essex Investment Management’s Ebix Inc EBIX Stock Holding History

Essex Investment Management’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
2019
Q3 		– Sell
-20,632
Closed -$1.04M – 529
2019
Q2 		$1.04M Buy
+20,632
New +$1.03M 0.14% 218
2018
Q4 		– Sell
-38,893
Closed -$3.08M – 578
2018
Q3 		$3.08M Hold
38,893
– – 0.36% 73
2018
Q2 		$2.97M Hold
38,893
– – 0.37% 83
2018
Q1 		$2.9M Hold
38,893
– – 0.38% 73
2017
Q4 		$3.08M Hold
38,893
– – 0.41% 68
2017
Q3 		$2.54M Buy
+38,893
New +$2.24M 0.34% 76
2017
Q1 		– Sell
-32,400
Closed -$1.85M – 397
2016
Q4 		$1.85M Hold
32,400
– – 0.3% 89
2016
Q3 		$1.84M Buy
+32,400
New +$1.77M 0.3% 89

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $838M AUM 14.24% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essex Investment Management's EBIX Position: Q3 2019 in Review

Essex Investment Management sold out of Ebix Inc (EBIX) in Q3 2019, closing a stake of 20,632 shares — an estimated $1.04M sold.

Essex Investment Management first reported a position in EBIX in Q3 2016 and held it in 8 quarters. The position peaked at $3.08M in Q4 2017. 166 funds tracked by Wall St. Rank hold EBIX as of Q3 2019.

  • Essex Investment Management reported no remaining Ebix Inc position as of Q3 2019 after selling out during the quarter.
  • Essex Investment Management sold 20,632 Ebix Inc shares in Q3 2019, an estimated $1.04M.
  • Essex Investment Management first reported a position in Ebix Inc in Q3 2016 and held it in 8 quarters.
  • Essex Investment Management's Ebix Inc position peaked at $3.08M in Q4 2017.
  • 166 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2019.

Based on Essex Investment Management's 13F filing for Q3 2019, filed 22 Oct 2019.