Ridgewood Investments’s Ebix Inc EBIX Stock Holding History

Ridgewood Investments’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
2023 Q3	–	Sell	-3,200	Closed	-$80.6K	–	840
2023 Q2	$80.6K	Hold	3,200	–	–	0.05%	264
2023 Q1	$42.2K	Buy	+3,200	New	+$55.7K	0.03%	369
2019 Q3	–	Sell	-4,103	Closed	-$206K	–	199
2019 Q2	$206K	Hold	4,103	–	–	0.16%	163
2019 Q1	$203K	Hold	4,103	–	–	0.17%	164
2018 Q4	$325K	Hold	4,103	–	–	0.26%	111
2018 Q3	$325K	Hold	4,103	–	–	0.26%	112
2018 Q2	$313K	Hold	4,103	–	–	0.28%	111
2018 Q1	$306K	Hold	4,103	–	–	0.28%	105
2017 Q4	$325K	Hold	4,103	–	–	0.29%	103
2017 Q3	$268K	Hold	4,103	–	–	0.26%	114
2017 Q2	$221K	Hold	4,103	–	–	0.22%	126
2017 Q1	$251K	Hold	4,103	–	–	0.27%	108
2016 Q4	$234K	Buy	+4,103	New	+$238K	0.28%	100

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

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

SDJVC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ridgewood Investments's EBIX Position: Q3 2023 in Review

Ridgewood Investments sold out of Ebix Inc (EBIX) in Q3 2023, closing a stake of 3,200 shares — an estimated $80.6K sold.

Ridgewood Investments first reported a position in EBIX in Q4 2016 and held it in 13 quarters. The position peaked at $325K in Q4 2018. 141 funds tracked by Wall St. Rank hold EBIX as of Q3 2023.

Ridgewood Investments reported no remaining Ebix Inc position as of Q3 2023 after selling out during the quarter.
Ridgewood Investments sold 3,200 Ebix Inc shares in Q3 2023, an estimated $80.6K.
Ridgewood Investments first reported a position in Ebix Inc in Q4 2016 and held it in 13 quarters.
Ridgewood Investments's Ebix Inc position peaked at $325K in Q4 2018.
141 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.