JIR
EBIX

James Investment Research’s Ebix Inc EBIX Stock Holding History

James Investment Research’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
Q1 		– Sell
-150
Closed -$6K – 955
2018
Q4 		$6K Sell
150
-430
-74% -$22.9K ﹤0.01% 746
2018
Q3 		$46K Hold
580
– – ﹤0.01% 691
2018
Q2 		$44K Sell
580
-400
-41% -$30.7K ﹤0.01% 692
2018
Q1 		$73K Hold
980
– – ﹤0.01% 626
2017
Q4 		$78K Sell
980
-420
-30% -$30.5K ﹤0.01% 614
2017
Q3 		$91K Sell
1,400
-213,492
-99% -$12.3M ﹤0.01% 585
2017
Q2 		$11.6M Sell
214,892
-298,077
-58% -$17.2M 0.36% 79
2017
Q1 		$31.4M Sell
512,969
-31,230
-6% -$1.86M 0.88% 33
2016
Q4 		$31M Buy
544,199
+145,413
+36% +$8.45M 0.8% 37
2016
Q3 		$22.7M Buy
398,786
+184,739
+86% +$10.1M 0.6% 54
2016
Q2 		$10.3M Buy
+214,047
New +$9.84M 0.26% 112

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

James Investment Research's EBIX Position: Q1 2019 in Review

James Investment Research sold out of Ebix Inc (EBIX) in Q1 2019, closing a stake of 150 shares — an estimated $6K sold.

James Investment Research first reported a position in EBIX in Q2 2016 and held it in 11 quarters. The position peaked at $31.4M in Q1 2017. 196 funds tracked by Wall St. Rank hold EBIX as of Q1 2019.

  • James Investment Research reported no remaining Ebix Inc position as of Q1 2019 after selling out during the quarter.
  • James Investment Research sold 150 Ebix Inc shares in Q1 2019, an estimated $6K.
  • James Investment Research first reported a position in Ebix Inc in Q2 2016 and held it in 11 quarters.
  • James Investment Research's Ebix Inc position peaked at $31.4M in Q1 2017.
  • 196 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2019.

Based on James Investment Research's 13F filing for Q1 2019, filed 26 Apr 2019.