SWM
EBIX

Sugarloaf Wealth Management’s Ebix Inc EBIX Stock Holding History

Sugarloaf Wealth 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
-302
Closed -$6K – 778
2020
Q3 		$6K Buy
302
+52
+21% +$1.16K ﹤0.01% 509
2020
Q2 		$6K Buy
+250
New +$5.15K ﹤0.01% 509

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

Sugarloaf Wealth Management's EBIX Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of Ebix Inc (EBIX) in Q4 2020, closing a stake of 302 shares — an estimated $6K sold.

Sugarloaf Wealth Management first reported a position in EBIX in Q2 2020 and held it in 2 quarters. The position peaked at $6K in Q3 2020. 193 funds tracked by Wall St. Rank hold EBIX as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining Ebix Inc position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 302 Ebix Inc shares in Q4 2020, an estimated $6K.
  • Sugarloaf Wealth Management first reported a position in Ebix Inc in Q2 2020 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Ebix Inc position peaked at $6K in Q3 2020.
  • 193 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.