WCM
EBIX

Weld Capital Management’s Ebix Inc EBIX Stock Holding History

Weld 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
2021
Q1 		– Sell
-5,752
Closed -$218K – 644
2020
Q4 		$218K Buy
+5,752
New +$162K 0.09% 372
2019
Q2 		– Sell
-9,955
Closed -$491K – 1047
2019
Q1 		$491K Buy
+9,955
New +$525K 0.09% 395

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Weld Capital Management's EBIX Position: Q1 2021 in Review

Weld Capital Management sold out of Ebix Inc (EBIX) in Q1 2021, closing a stake of 5,752 shares — an estimated $218K sold.

Weld Capital Management first reported a position in EBIX in Q1 2019 and held it in 2 quarters. The position peaked at $491K in Q1 2019. 168 funds tracked by Wall St. Rank hold EBIX as of Q1 2021.

  • Weld Capital Management reported no remaining Ebix Inc position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 5,752 Ebix Inc shares in Q1 2021, an estimated $218K.
  • Weld Capital Management first reported a position in Ebix Inc in Q1 2019 and held it in 2 quarters.
  • Weld Capital Management's Ebix Inc position peaked at $491K in Q1 2019.
  • 168 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.