HBW
DLX icon

Hazlett, Burt & Watson’s Deluxe DLX Stock Holding History

Hazlett, Burt & Watson’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
-100
Closed -$2K – 630
2022
Q4 		$2K Hold
100
– – ﹤0.01% 571
2022
Q3 		$2K Hold
100
– – ﹤0.01% 567
2022
Q2 		$2K Hold
100
– – ﹤0.01% 557
2022
Q1 		$3K Buy
+100
New +$3.14K ﹤0.01% 542

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

Hazlett, Burt & Watson's DLX Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of Deluxe (DLX) in Q1 2023, closing a stake of 100 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in DLX in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 172 funds tracked by Wall St. Rank hold DLX as of Q1 2023.

  • Hazlett, Burt & Watson reported no remaining Deluxe position as of Q1 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 100 Deluxe shares in Q1 2023, an estimated $2K.
  • Hazlett, Burt & Watson first reported a position in Deluxe in Q1 2022 and held it in 4 quarters.
  • Hazlett, Burt & Watson's Deluxe position peaked at $3K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held Deluxe as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.