Advisory Research’s Deluxe DLX Stock Holding History

Advisory Research’s Portfolio DLX Stock Details DLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-34,731	Closed	-$1.66M	–	373
2021 Q2	$1.66M	Buy	34,731 +1,382	+4%	+$62.2K	0.11%	163
2021 Q1	$1.4M	Buy	+33,349	New	+$1.26M	0.1%	167

Other funds holding DLX

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Advisory Research's DLX Position: Q3 2021 in Review

Advisory Research sold out of Deluxe (DLX) in Q3 2021, closing a stake of 34,731 shares — an estimated $1.66M sold.

Advisory Research first reported a position in DLX in Q1 2021 and held it in 2 quarters. The position peaked at $1.66M in Q2 2021. 186 funds tracked by Wall St. Rank hold DLX as of Q3 2021.

Advisory Research reported no remaining Deluxe position as of Q3 2021 after selling out during the quarter.
Advisory Research sold 34,731 Deluxe shares in Q3 2021, an estimated $1.66M.
Advisory Research first reported a position in Deluxe in Q1 2021 and held it in 2 quarters.
Advisory Research's Deluxe position peaked at $1.66M in Q2 2021.
186 funds tracked by Wall St. Rank held Deluxe as of Q3 2021.

Based on Advisory Research's 13F filing for Q3 2021, filed 12 Nov 2021.