SCM
EBIX

Shelton Capital Management’s Ebix Inc EBIX Stock Holding History

Shelton Capital Management’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
-248,594
Closed -$5.12M – 851
2020
Q3 		$5.12M Buy
+248,594
New +$5.53M 0.21% 101

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
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
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

Shelton Capital Management's EBIX Position: Q4 2020 in Review

Shelton Capital Management sold out of Ebix Inc (EBIX) in Q4 2020, closing a stake of 248,594 shares — an estimated $5.12M sold.

Shelton Capital Management first reported a position in EBIX in Q3 2020 and held it in 1 quarter. The position peaked at $5.12M in Q3 2020. 193 funds tracked by Wall St. Rank hold EBIX as of Q4 2020.

  • Shelton Capital Management reported no remaining Ebix Inc position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 248,594 Ebix Inc shares in Q4 2020, an estimated $5.12M.
  • Shelton Capital Management first reported a position in Ebix Inc in Q3 2020 and held it in 1 quarter.
  • Shelton Capital Management's Ebix Inc position peaked at $5.12M in Q3 2020.
  • 193 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.