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EBIX

Navellier & Associates’s Ebix Inc EBIX Stock Holding History

Navellier & Associates’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
2017
Q3 		– Sell
-4,264
Closed -$230K – 343
2017
Q2 		$230K Sell
4,264
-722
-14% -$41.6K 0.03% 265
2017
Q1 		$305K Buy
4,986
+430
+9% +$25.6K 0.04% 243
2016
Q4 		$260K Buy
+4,556
New +$265K 0.04% 242

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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Navellier & Associates's EBIX Position: Q3 2017 in Review

Navellier & Associates sold out of Ebix Inc (EBIX) in Q3 2017, closing a stake of 4,264 shares — an estimated $230K sold.

Navellier & Associates first reported a position in EBIX in Q4 2016 and held it in 3 quarters. The position peaked at $305K in Q1 2017. 170 funds tracked by Wall St. Rank hold EBIX as of Q3 2017.

  • Navellier & Associates reported no remaining Ebix Inc position as of Q3 2017 after selling out during the quarter.
  • Navellier & Associates sold 4,264 Ebix Inc shares in Q3 2017, an estimated $230K.
  • Navellier & Associates first reported a position in Ebix Inc in Q4 2016 and held it in 3 quarters.
  • Navellier & Associates's Ebix Inc position peaked at $305K in Q1 2017.
  • 170 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2017.

Based on Navellier & Associates's 13F filing for Q3 2017, filed 14 Nov 2017.