TFCM
EBIX

Taylor Frigon Capital Management’s Ebix Inc EBIX Stock Holding History

Taylor Frigon 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
2023
Q4 		– Sell
-267,957
Closed -$2.65M – 90
2023
Q3 		$2.65M Buy
267,957
+99,533
+59% +$1.94M 1.47% 25
2023
Q2 		$4.24M Buy
168,424
+472
+0.3% +$8.85K 2.07% 6
2023
Q1 		$2.22M Sell
167,952
-6,283
-4% -$109K 1.21% 30
2022
Q4 		$3.48M Buy
174,235
+4,181
+2% +$80.9K 1.97% 10
2022
Q3 		$3.23M Sell
170,054
-28,196
-14% -$621K 1.68% 14
2022
Q2 		$3.35M Sell
198,250
-11,627
-6% -$325K 1.74% 17
2022
Q1 		$6.96M Buy
209,877
+11,230
+6% +$351K 2.58% 2
2021
Q4 		$6.04M Sell
198,647
-1,586
-0.8% -$50.6K 1.89% 17
2021
Q3 		$5.39M Buy
200,233
+56,909
+40% +$1.67M 1.74% 21
2021
Q2 		$4.86M Sell
143,324
-5,582
-4% -$173K 1.52% 33
2021
Q1 		$4.77M Sell
148,906
-2,349
-2% -$90.6K 1.47% 31
2020
Q4 		$5.74M Sell
151,255
-7,998
-5% -$225K 1.89% 16
2020
Q3 		$3.28M Buy
159,253
+1,869
+1% +$41.6K 1.45% 29
2020
Q2 		$3.52M Buy
157,384
+72,852
+86% +$1.5M 1.75% 15
2020
Q1 		$1.28M Buy
84,532
+34,155
+68% +$974K 1.01% 45
2019
Q4 		$1.68M Buy
50,377
+46
+0.1% +$1.7K 1.16% 40
2019
Q3 		$2.12M Buy
50,331
+22,976
+84% +$965K 1.53% 19
2019
Q2 		$1.37M Buy
+27,355
New +$1.36M 0.95% 47
2015
Q1 		– Sell
-100
Closed -$2K – 117
2014
Q4 		$2K Buy
+100
New +$1.54K ﹤0.01% 95

Other funds holding EBIX

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DTL
Dynamic Technology Lab Singapore $615M AUM 11.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Taylor Frigon Capital Management's EBIX Position: Q4 2023 in Review

Taylor Frigon Capital Management sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 267,957 shares — an estimated $2.65M sold.

Taylor Frigon Capital Management first reported a position in EBIX in Q4 2014 and held it in 19 quarters. The position peaked at $6.96M in Q1 2022. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Taylor Frigon Capital Management reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Taylor Frigon Capital Management sold 267,957 Ebix Inc shares in Q4 2023, an estimated $2.65M.
  • Taylor Frigon Capital Management first reported a position in Ebix Inc in Q4 2014 and held it in 19 quarters.
  • Taylor Frigon Capital Management's Ebix Inc position peaked at $6.96M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Taylor Frigon Capital Management's 13F filing for Q4 2023, filed 30 Jan 2024.