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Berman Capital Advisors’s Deluxe DLX Stock Holding History

Berman Capital Advisors’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 		$1K Hold
30
– – ﹤0.01% 1844
2021
Q2 		$1K Hold
30
– – ﹤0.01% 1721
2021
Q1 		$1K Hold
30
– – ﹤0.01% 1625
2020
Q4 		$0 Hold
30
– – ﹤0.01% 1702
2020
Q3 		$0 Hold
30
– – ﹤0.01% 1630
2020
Q2 		$0 Buy
+30
New +$752 ﹤0.01% 1647
2020
Q1 		– Sell
-49
Closed -$2K – 1512
2019
Q4 		$2K Hold
49
– – ﹤0.01% 1189
2019
Q3 		$2K Buy
49
+1
+2% +$45 ﹤0.01% 1168
2019
Q2 		$1K Hold
48
– – ﹤0.01% 1314
2019
Q1 		$2K Buy
+48
New +$2.15K ﹤0.01% 1075

Other funds holding DLX

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's DLX Position: Q3 2021 in Review

Berman Capital Advisors held its Deluxe (DLX) position steady in Q3 2021 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Berman Capital Advisors first reported a position in DLX in Q1 2019 and has held it in 10 quarters since. The position peaked at $2K in Q4 2019. 186 funds tracked by Wall St. Rank hold DLX as of Q3 2021.

  • Berman Capital Advisors held 30 shares of Deluxe worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Deluxe share count unchanged in Q3 2021.
  • Deluxe made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1844 holding.
  • Berman Capital Advisors first reported a position in Deluxe in Q1 2019 and has held it in 10 quarters since.
  • Berman Capital Advisors's Deluxe position peaked at $2K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held Deluxe as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.