Marathon Capital Management’s Ebix Inc EBIX Stock Holding History

Marathon Capital 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	–	Sell	-5,000	Closed	-$211K	–	152
2019 Q3	$211K	Hold	5,000	–	–	0.09%	96
2019 Q2	$251K	Hold	5,000	–	–	0.1%	88
2019 Q1	$246K	Hold	5,000	–	–	0.11%	85
2018 Q4	$212K	Buy	5,000 +150	+3%	+$7.99K	0.11%	87
2018 Q3	$383K	Hold	4,850	–	–	0.15%	71
2018 Q2	$369K	Buy	4,850 +850	+21%	+$65.2K	0.14%	68
2018 Q1	$298K	Hold	4,000	–	–	0.12%	76
2017 Q4	$317K	Hold	4,000	–	–	0.12%	72
2017 Q3	$261K	Hold	4,000	–	–	0.11%	65
2017 Q2	$216K	Sell	4,000 -1,000	-20%	-$57.6K	0.1%	73
2017 Q1	$306K	Hold	5,000	–	–	0.15%	58
2016 Q4	$285K	Hold	5,000	–	–	0.14%	58
2016 Q3	$284K	Hold	5,000	–	–	0.14%	60
2016 Q2	$240K	Hold	5,000	–	–	0.12%	58
2016 Q1	$204K	Buy	+5,000	New	+$175K	0.11%	71

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

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

Marathon Capital Management's EBIX Position: Q4 2019 in Review

Marathon Capital Management sold out of Ebix Inc (EBIX) in Q4 2019, closing a stake of 5,000 shares — an estimated $211K sold.

Marathon Capital Management first reported a position in EBIX in Q1 2016 and held it in 15 quarters. The position peaked at $383K in Q3 2018. 170 funds tracked by Wall St. Rank hold EBIX as of Q4 2019.

Marathon Capital Management reported no remaining Ebix Inc position as of Q4 2019 after selling out during the quarter.
Marathon Capital Management sold 5,000 Ebix Inc shares in Q4 2019, an estimated $211K.
Marathon Capital Management first reported a position in Ebix Inc in Q1 2016 and held it in 15 quarters.
Marathon Capital Management's Ebix Inc position peaked at $383K in Q3 2018.
170 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2019.

Based on Marathon Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.