Phoenix Financial’s Ebix Inc EBIX Stock Holding History

Phoenix Financial’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 Q4	–	Sell	-20,100	Closed	-$389K	–	455
2020 Q3	$389K	Buy	20,100 +4,100	+26%	+$91.3K	0.02%	242
2020 Q2	$330K	Buy	+16,000	New	+$330K	0.01%	259

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

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Phoenix Financial's EBIX Position: Q4 2020 in Review

Phoenix Financial sold out of Ebix Inc (EBIX) in Q4 2020, closing a stake of 20,100 shares — an estimated $389K sold.

Phoenix Financial first reported a position in EBIX in Q2 2020 and held it in 2 quarters. The position peaked at $389K in Q3 2020. 193 funds tracked by Wall St. Rank hold EBIX as of Q4 2020.

Phoenix Financial reported no remaining Ebix Inc position as of Q4 2020 after selling out during the quarter.
Phoenix Financial sold 20,100 Ebix Inc shares in Q4 2020, an estimated $389K.
Phoenix Financial first reported a position in Ebix Inc in Q2 2020 and held it in 2 quarters.
Phoenix Financial's Ebix Inc position peaked at $389K in Q3 2020.
193 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.