PCP
EBIX

P2 Capital Partners’s Ebix Inc EBIX Stock Holding History

P2 Capital Partners’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
2021
Q1 		– Sell
-1,096,720
Closed -$41.6M – 23
2020
Q4 		$41.6M Sell
1,096,720
-156,280
-12% -$4.4M 2.83% 14
2020
Q3 		$25.8M Hold
1,253,000
– – 2.02% 17
2020
Q2 		$28M Hold
1,253,000
– – 2.34% 16
2020
Q1 		$19M Buy
1,253,000
+203,703
+19% +$5.81M 2.27% 14
2019
Q4 		$35.1M Sell
1,049,297
-395,103
-27% -$14.6M 2.57% 14
2019
Q3 		$60.8M Hold
1,444,400
– – 4.11% 12
2019
Q2 		$72.5M Hold
1,444,400
– – 5.55% 8
2019
Q1 		$71.3M Buy
1,444,400
+299,400
+26% +$15.8M 5.92% 6
2018
Q4 		$48.7M Buy
1,145,000
+315,000
+38% +$16.8M 4.92% 9
2018
Q3 		$65.7M Buy
830,000
+80,000
+11% +$6.37M 5.9% 7
2018
Q2 		$57.2M Buy
750,000
+217,400
+41% +$16.7M 5.8% 6
2018
Q1 		$39.7M Buy
532,600
+28,312
+6% +$2.3M 3.86% 12
2017
Q4 		$40M Buy
504,288
+124,384
+33% +$9.04M 4.71% 10
2017
Q3 		$24.8M Buy
+379,904
New +$21.9M 2.9% 12
2017
Q1 		– Sell
-1,620,000
Closed -$92.4M – 15
2016
Q4 		$92.4M Sell
1,620,000
-14,690
-0.9% -$853K 12.13% 3
2016
Q3 		$92.9M Buy
1,634,690
+9,626
+0.6% +$526K 14.64% 2
2016
Q2 		$77.8M Sell
1,625,064
-53,700
-3% -$2.47M 13.38% 2
2016
Q1 		$68.5M Sell
1,678,764
-25,000
-1% -$873K 10.55% 3
2015
Q4 		$55.9M Hold
1,703,764
– – 9.42% 5
2015
Q3 		$42.5M Buy
+1,703,764
New +$50.5M 8.23% 5

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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

P2 Capital Partners's EBIX Position: Q1 2021 in Review

P2 Capital Partners sold out of Ebix Inc (EBIX) in Q1 2021, closing a stake of 1,096,720 shares — an estimated $41.6M sold.

P2 Capital Partners first reported a position in EBIX in Q3 2015 and held it in 20 quarters. The position peaked at $92.9M in Q3 2016. 168 funds tracked by Wall St. Rank hold EBIX as of Q1 2021.

  • P2 Capital Partners reported no remaining Ebix Inc position as of Q1 2021 after selling out during the quarter.
  • P2 Capital Partners sold 1,096,720 Ebix Inc shares in Q1 2021, an estimated $41.6M.
  • P2 Capital Partners first reported a position in Ebix Inc in Q3 2015 and held it in 20 quarters.
  • P2 Capital Partners's Ebix Inc position peaked at $92.9M in Q3 2016.
  • 168 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2021.

Based on P2 Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.