PP
EBIX

Paloma Partners’s Ebix Inc EBIX Stock Holding History

Paloma 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
2020
Q1 		– Sell
-6,355
Closed -$212K – 2414
2019
Q4 		$212K Buy
+6,355
New +$235K ﹤0.01% 1945
2019
Q3 		– Sell
-28,254
Closed -$1.42M – 2470
2019
Q2 		$1.42M Buy
+28,254
New +$1.4M 0.02% 562
2018
Q2 		– Sell
-6,150
Closed -$458K – 2490
2018
Q1 		$458K Buy
+6,150
New +$500K 0.01% 1424
2017
Q3 		– Sell
-8,609
Closed -$463K – 2710
2017
Q2 		$463K Buy
8,609
+4,529
+111% +$261K 0.01% 1592
2017
Q1 		$250K Buy
+4,080
New +$242K ﹤0.01% 1797
2015
Q3 		– Sell
-7,500
Closed -$245K – 2278
2015
Q2 		$245K Buy
+7,500
New +$241K ﹤0.01% 1443
2015
Q1 		– Sell
-11,305
Closed -$192K – 1626
2014
Q4 		$192K Buy
+11,305
New +$174K 0.01% 1016

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paloma Partners's EBIX Position: Q1 2020 in Review

Paloma Partners sold out of Ebix Inc (EBIX) in Q1 2020, closing a stake of 6,355 shares — an estimated $212K sold.

Paloma Partners first reported a position in EBIX in Q4 2014 and held it in 7 quarters. The position peaked at $1.42M in Q2 2019. 157 funds tracked by Wall St. Rank hold EBIX as of Q1 2020.

  • Paloma Partners reported no remaining Ebix Inc position as of Q1 2020 after selling out during the quarter.
  • Paloma Partners sold 6,355 Ebix Inc shares in Q1 2020, an estimated $212K.
  • Paloma Partners first reported a position in Ebix Inc in Q4 2014 and held it in 7 quarters.
  • Paloma Partners's Ebix Inc position peaked at $1.42M in Q2 2019.
  • 157 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2020.

Based on Paloma Partners's 13F filing for Q1 2020, filed 15 May 2020.