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Harbor Investment Advisory’s Deluxe DLX Stock Holding History

Harbor Investment Advisory’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
2024
Q4 		– Sell
-100
Closed -$1.95K – 1151
2024
Q3 		$1.95K Hold
100
– – ﹤0.01% 1069
2024
Q2 		$2.25K Hold
100
– – ﹤0.01% 1062
2024
Q1 		$2.06K Hold
100
– – ﹤0.01% 1104
2023
Q4 		$2.15K Hold
100
– – ﹤0.01% 1038
2023
Q3 		$1.89K Hold
100
– – ﹤0.01% 1053
2023
Q2 		$1.75K Buy
+100
New +$1.57K ﹤0.01% 1228
2020
Q3 		– Sell
-96
Closed -$2K – 1163
2020
Q2 		$2K Buy
+96
New +$2.41K ﹤0.01% 984

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbor Investment Advisory's DLX Position: Q4 2024 in Review

Harbor Investment Advisory sold out of Deluxe (DLX) in Q4 2024, closing a stake of 100 shares — an estimated $1.95K sold.

Harbor Investment Advisory first reported a position in DLX in Q2 2020 and held it in 7 quarters. The position peaked at $2.25K in Q2 2024. 209 funds tracked by Wall St. Rank hold DLX as of Q4 2024.

  • Harbor Investment Advisory reported no remaining Deluxe position as of Q4 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 100 Deluxe shares in Q4 2024, an estimated $1.95K.
  • Harbor Investment Advisory first reported a position in Deluxe in Q2 2020 and held it in 7 quarters.
  • Harbor Investment Advisory's Deluxe position peaked at $2.25K in Q2 2024.
  • 209 funds tracked by Wall St. Rank held Deluxe as of Q4 2024.

Based on Harbor Investment Advisory's 13F filing for Q4 2024, filed 16 Jan 2025.