EWM
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Evermay Wealth Management’s Deluxe DLX Stock Holding History

Evermay Wealth 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
2023
Q1 		– Sell
-201
Closed -$3.41K – 554
2022
Q4 		$3.41K Buy
+201
New +$3.58K ﹤0.01% 477

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evermay Wealth Management's DLX Position: Q1 2023 in Review

Evermay Wealth Management sold out of Deluxe (DLX) in Q1 2023, closing a stake of 201 shares — an estimated $3.41K sold.

Evermay Wealth Management first reported a position in DLX in Q4 2022 and held it in 1 quarter. The position peaked at $3.41K in Q4 2022. 172 funds tracked by Wall St. Rank hold DLX as of Q1 2023.

  • Evermay Wealth Management reported no remaining Deluxe position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 201 Deluxe shares in Q1 2023, an estimated $3.41K.
  • Evermay Wealth Management first reported a position in Deluxe in Q4 2022 and held it in 1 quarter.
  • Evermay Wealth Management's Deluxe position peaked at $3.41K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Deluxe as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.