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
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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 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 $246M AUM 17.67% 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 $30B AUM 76.99% 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 $933M AUM 56.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's EBIX Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Ebix Inc (EBIX) stake by 3.3% in Q4 2019, selling an estimated $37 and leaving 29 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #839.

Financial Gravity Asset Management first reported a position in EBIX in Q1 2018 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold EBIX as of Q4 2019.

  • Financial Gravity Asset Management held 29 shares of Ebix Inc worth $33K as of Q4 2019.
  • Financial Gravity Asset Management sold 1 Ebix Inc share in Q4 2019, an estimated $37.
  • Ebix Inc made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #839 holding.
  • Financial Gravity Asset Management first reported a position in Ebix Inc in Q1 2018 and has held it in 7 quarters since.
  • 170 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.