Disciplined Investments’s Deluxe DLX Stock Holding History

Disciplined Investments’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
2022 Q3	–	Sell	-2	Closed	–	–	1318
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1344
2022 Q1	$0	Buy	+2	New	+$63	﹤0.01%	1401

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Disciplined Investments's DLX Position: Q3 2022 in Review

Disciplined Investments sold out of Deluxe (DLX) in Q3 2022, closing a stake of 2 shares.

Disciplined Investments first reported a position in DLX in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 169 funds tracked by Wall St. Rank hold DLX as of Q3 2022.

Disciplined Investments reported no remaining Deluxe position as of Q3 2022 after selling out during the quarter.
Disciplined Investments sold 2 Deluxe shares in Q3 2022.
Disciplined Investments first reported a position in Deluxe in Q1 2022 and held it in 2 quarters.
Disciplined Investments's Deluxe position peaked at $0 in Q2 2022.
169 funds tracked by Wall St. Rank held Deluxe as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.