LTFS
EBIX

Ladenburg Thalmann Financial Services’s Ebix Inc EBIX Stock Holding History

Ladenburg Thalmann Financial Services’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
992
-378
-28% -$14K ﹤0.01% 3829
2019
Q3 		$58K Sell
1,370
-563
-29% -$23.6K ﹤0.01% 3341
2019
Q2 		$98K Sell
1,933
-899
-32% -$44.7K ﹤0.01% 2983
2019
Q1 		$140K Sell
2,832
-273
-9% -$14.4K ﹤0.01% 2662
2018
Q4 		$132K Sell
3,105
-149
-5% -$7.93K ﹤0.01% 2560
2018
Q3 		$258K Sell
3,254
-148
-4% -$11.8K ﹤0.01% 2113
2018
Q2 		$253K Hold
3,402
– – ﹤0.01% 2053
2018
Q1 		$253K Sell
3,402
-275
-7% -$22.3K ﹤0.01% 2053
2017
Q4 		$292K Buy
3,677
+376
+11% +$27.3K ﹤0.01% 1916
2017
Q3 		$215K Buy
3,301
+2,153
+188% +$124K ﹤0.01% 2051
2017
Q2 		$62K Buy
1,148
+1
+0.1% +$58 ﹤0.01% 2882
2017
Q1 		$70K Sell
1,147
-198
-15% -$11.8K ﹤0.01% 2652
2016
Q4 		$77K Sell
1,345
-199
-13% -$11.6K ﹤0.01% 2521
2016
Q3 		$88K Sell
1,544
-1,227
-44% -$67.1K ﹤0.01% 2352
2016
Q2 		$133K Buy
2,771
+76
+3% +$3.49K ﹤0.01% 1955
2016
Q1 		$110K Sell
2,695
-482
-15% -$16.8K ﹤0.01% 1998
2015
Q4 		$104K Buy
3,177
+1,234
+64% +$39.1K ﹤0.01% 2034
2015
Q3 		$49K Sell
1,943
-855
-31% -$25.3K ﹤0.01% 2495
2015
Q2 		$91K Buy
2,798
+1,124
+67% +$36.1K ﹤0.01% 2166
2015
Q1 		$51K Buy
1,674
+97
+6% +$2.44K ﹤0.01% 2548
2014
Q4 		$27K Buy
1,577
+7
+0.4% +$108 ﹤0.01% 2801
2014
Q3 		$22K Buy
1,570
+8
+0.5% +$111 ﹤0.01% 2618
2014
Q2 		$22K Buy
1,562
+9
+0.6% +$140 ﹤0.01% 2615
2014
Q1 		$27K Buy
1,553
+853
+122% +$13.2K ﹤0.01% 2378
2013
Q4 		$10K Buy
700
+676
+2,817% +$8.68K ﹤0.01% 2968
2013
Q3 		$0 Hold
24
– – ﹤0.01% 4004
2013
Q2 		$0 Buy
+24
New +$429 ﹤0.01% 3789

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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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

Ladenburg Thalmann Financial Services's EBIX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Ebix Inc (EBIX) stake by 28% in Q4 2019, selling an estimated $14K and leaving 992 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #3829.

Ladenburg Thalmann Financial Services first reported a position in EBIX in Q2 2013 and has held it in 27 quarters since. The position peaked at $292K in Q4 2017. 170 funds tracked by Wall St. Rank hold EBIX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 992 shares of Ebix Inc worth $33K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 378 Ebix Inc shares in Q4 2019, an estimated $14K.
  • Ebix Inc made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3829 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Ebix Inc in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Ebix Inc position peaked at $292K in Q4 2017.
  • 170 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.