PTC
EBIX

Petrus Trust Company’s Ebix Inc EBIX Stock Holding History

Petrus Trust Company’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
-10,323
Closed -$345K – 353
2019
Q4 		$345K Buy
+10,323
New +$381K 0.05% 96
2019
Q3 		– Sell
-6,512
Closed -$327K – 390
2019
Q2 		$327K Sell
6,512
-2,059
-24% -$102K 0.06% 87
2019
Q1 		$423K Buy
8,571
+411
+5% +$21.7K 0.08% 57
2018
Q4 		$347K Buy
+8,160
New +$435K 0.08% 70
2018
Q3 		– Sell
-2,815
Closed -$215K – 367
2018
Q2 		$215K Buy
+2,815
New +$216K 0.05% 227
2017
Q3 		– Sell
-5,303
Closed -$286K – 234
2017
Q2 		$286K Buy
+5,303
New +$306K 0.07% 116

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

Petrus Trust Company's EBIX Position: Q1 2020 in Review

Petrus Trust Company sold out of Ebix Inc (EBIX) in Q1 2020, closing a stake of 10,323 shares — an estimated $345K sold.

Petrus Trust Company first reported a position in EBIX in Q2 2017 and held it in 6 quarters. The position peaked at $423K in Q1 2019. 157 funds tracked by Wall St. Rank hold EBIX as of Q1 2020.

  • Petrus Trust Company reported no remaining Ebix Inc position as of Q1 2020 after selling out during the quarter.
  • Petrus Trust Company sold 10,323 Ebix Inc shares in Q1 2020, an estimated $345K.
  • Petrus Trust Company first reported a position in Ebix Inc in Q2 2017 and held it in 6 quarters.
  • Petrus Trust Company's Ebix Inc position peaked at $423K in Q1 2019.
  • 157 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2020.

Based on Petrus Trust Company's 13F filing for Q1 2020, filed 15 May 2020.