ECM
DLX icon

Evergreen Capital Management’s Deluxe DLX Stock Holding History

Evergreen Capital Management’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
2025
Q1 		– Sell
-9,830
Closed -$222K – 1120
2024
Q4 		$222K Buy
+9,830
New +$211K 0.01% 920
2024
Q3 		– Sell
-9,873
Closed -$222K – 1020
2024
Q2 		$222K Buy
9,873
+34
+0.3% +$727 0.01% 801
2024
Q1 		$203K Sell
9,839
-457
-4% -$9.09K 0.01% 798
2023
Q4 		$221K Sell
10,296
-190
-2% -$3.54K 0.01% 736
2023
Q3 		$198K Sell
10,486
-94
-0.9% -$1.82K 0.01% 718
2023
Q2 		$185K Buy
+10,580
New +$166K 0.01% 739

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evergreen Capital Management's DLX Position: Q1 2025 in Review

Evergreen Capital Management sold out of Deluxe (DLX) in Q1 2025, closing a stake of 9,830 shares — an estimated $222K sold.

Evergreen Capital Management first reported a position in DLX in Q2 2023 and held it in 6 quarters. The position peaked at $222K in Q4 2024. 209 funds tracked by Wall St. Rank hold DLX as of Q1 2025.

  • Evergreen Capital Management reported no remaining Deluxe position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 9,830 Deluxe shares in Q1 2025, an estimated $222K.
  • Evergreen Capital Management first reported a position in Deluxe in Q2 2023 and held it in 6 quarters.
  • Evergreen Capital Management's Deluxe position peaked at $222K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Deluxe as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.