EVR Research’s Deluxe DLX Stock Holding History

EVR Research’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 Q2	–	Sell	-21,602	Closed	-$653K	–	40
2022 Q1	$653K	Sell	21,602 -74,398	-77%	-$2.34M	0.24%	28
2021 Q4	$3.08M	Sell	96,000 -37,000	-28%	-$1.31M	1.44%	20
2021 Q3	$4.77M	Buy	133,000 +13,000	+11%	+$528K	2.65%	15
2021 Q2	$5.73M	Sell	120,000 -20,000	-14%	-$901K	3.33%	13
2021 Q1	$5.87M	Buy	140,000 +80,000	+133%	+$3.02M	4.47%	9
2020 Q4	$1.75M	Buy	+60,000	New	+$1.55M	1.43%	18

Other funds holding DLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

EVR Research's DLX Position: Q2 2022 in Review

EVR Research sold out of Deluxe (DLX) in Q2 2022, closing a stake of 21,602 shares — an estimated $653K sold.

EVR Research first reported a position in DLX in Q4 2020 and held it in 6 quarters. The position peaked at $5.87M in Q1 2021. 179 funds tracked by Wall St. Rank hold DLX as of Q2 2022.

EVR Research reported no remaining Deluxe position as of Q2 2022 after selling out during the quarter.
EVR Research sold 21,602 Deluxe shares in Q2 2022, an estimated $653K.
EVR Research first reported a position in Deluxe in Q4 2020 and held it in 6 quarters.
EVR Research's Deluxe position peaked at $5.87M in Q1 2021.
179 funds tracked by Wall St. Rank held Deluxe as of Q2 2022.

Based on EVR Research's 13F filing for Q2 2022, filed 15 Aug 2022.