FGAM
EBIX

Financial Gravity Asset Management’s Ebix Inc EBIX Stock Holding History

Financial Gravity Asset 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
2020
Q2 		– Sell
-12
Closed -$175 – 1084
2020
Q1 		$175 Sell
12
-17
-59% -$485 ﹤0.01% 775
2019
Q4 		$33K Sell
29
-1
-3% -$37 0.02% 839
2019
Q3 		$1K Buy
30
+2
+7% +$84 ﹤0.01% 1165
2019
Q2 		$1K Buy
28
+4
+17% +$199 ﹤0.01% 1193
2019
Q1 		$1K Buy
+24
New +$1.26K ﹤0.01% 1290
2018
Q3 		$1K Hold
22
– – ﹤0.01% 1347
2018
Q2 		$2K Sell
22
-2
-8% -$153 ﹤0.01% 1074
2018
Q1 		$2K Buy
+24
New +$1.95K ﹤0.01% 1043

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Financial Gravity Asset Management's EBIX Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Ebix Inc (EBIX) in Q2 2020, closing a stake of 12 shares — an estimated $175 sold.

Financial Gravity Asset Management first reported a position in EBIX in Q1 2018 and held it in 8 quarters. The position peaked at $33K in Q4 2019. 165 funds tracked by Wall St. Rank hold EBIX as of Q2 2020.

  • Financial Gravity Asset Management reported no remaining Ebix Inc position as of Q2 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 12 Ebix Inc shares in Q2 2020, an estimated $175.
  • Financial Gravity Asset Management first reported a position in Ebix Inc in Q1 2018 and held it in 8 quarters.
  • Financial Gravity Asset Management's Ebix Inc position peaked at $33K in Q4 2019.
  • 165 funds tracked by Wall St. Rank held Ebix Inc as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.