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Boundary Creek Advisors’s Deluxe DLX Stock Holding History

Boundary Creek 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
2024
Q1 		– Sell
-175,000
Closed -$3.75M – 35
2023
Q4 		$3.75M Sell
175,000
-75,000
-30% -$1.4M 0.15% 28
2023
Q3 		$4.72M Hold
250,000
– – 0.2% 33
2023
Q2 		$4.37M Buy
+250,000
New +$3.92M 0.22% 28

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boundary Creek Advisors's DLX Position: Q4 2023 in Review

Boundary Creek Advisors sold out of Deluxe (DLX) in Q4 2023, closing a stake of 315,629 shares — an estimated $5.88M sold.

Boundary Creek Advisors first reported a position in DLX in Q3 2022 and held it in 5 quarters. The position peaked at $14.6M in Q4 2022. 173 funds tracked by Wall St. Rank hold DLX as of Q4 2023.

  • Boundary Creek Advisors reported no remaining Deluxe position as of Q4 2023 after selling out during the quarter.
  • Boundary Creek Advisors sold 315,629 Deluxe shares in Q4 2023, an estimated $5.88M.
  • Boundary Creek Advisors first reported a position in Deluxe in Q3 2022 and held it in 5 quarters.
  • Boundary Creek Advisors's Deluxe position peaked at $14.6M in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Deluxe as of Q4 2023.

Based on Boundary Creek Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.