Girard Partners’s Deluxe DLX Stock Holding History

Girard Partners’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
2018 Q4	–	Sell	-330	Closed	-$18K	–	382
2018 Q3	$18K	Buy	+330	New	+$19.9K	﹤0.01%	619

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Girard Partners's DLX Position: Q4 2018 in Review

Girard Partners sold out of Deluxe (DLX) in Q4 2018, closing a stake of 330 shares — an estimated $18K sold.

Girard Partners first reported a position in DLX in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 292 funds tracked by Wall St. Rank hold DLX as of Q4 2018.

Girard Partners reported no remaining Deluxe position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 330 Deluxe shares in Q4 2018, an estimated $18K.
Girard Partners first reported a position in Deluxe in Q3 2018 and held it in 1 quarter.
Girard Partners's Deluxe position peaked at $18K in Q3 2018.
292 funds tracked by Wall St. Rank held Deluxe as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.