Itau Unibanco Holding S.A.’s Ebix Inc EBIX Stock Holding History

Itau Unibanco Holding S.A.’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 Q1	–	Sell	-1,020	Closed	-$34K	–	971
2019 Q4	$34K	Buy	+1,020	New	+$37.7K	﹤0.01%	764
2019 Q2	–	Sell	-1,615	Closed	-$71K	–	868
2019 Q1	$71K	Hold	1,615	–	–	﹤0.01%	483
2018 Q4	$71K	Buy	+1,615	New	+$86K	﹤0.01%	483
2017 Q1	–	Sell	-60	Closed	-$3K	–	836
2016 Q4	$3K	Buy	+60	New	+$3.48K	﹤0.01%	429

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

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

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

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

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

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

Itau Unibanco Holding S.A.'s EBIX Position: Q1 2020 in Review

Itau Unibanco Holding S.A. sold out of Ebix Inc (EBIX) in Q1 2020, closing a stake of 1,020 shares — an estimated $34K sold.

Itau Unibanco Holding S.A. first reported a position in EBIX in Q4 2016 and held it in 4 quarters. The position peaked at $71K in Q1 2019. 157 funds tracked by Wall St. Rank hold EBIX as of Q1 2020.

Itau Unibanco Holding S.A. reported no remaining Ebix Inc position as of Q1 2020 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,020 Ebix Inc shares in Q1 2020, an estimated $34K.
Itau Unibanco Holding S.A. first reported a position in Ebix Inc in Q4 2016 and held it in 4 quarters.
Itau Unibanco Holding S.A.'s Ebix Inc position peaked at $71K in Q1 2019.
157 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2020, filed 15 May 2020.