HighTower Advisors
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HighTower Advisors’s Deluxe DLX Stock Holding History

HighTower Advisors’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
2021
Q3 		– Sell
-29,697
Closed -$1.42M – 3242
2021
Q2 		$1.42M Sell
29,697
-4,417
-13% -$199K ﹤0.01% 1438
2021
Q1 		$1.43M Buy
+34,114
New +$1.29M ﹤0.01% 1346
2020
Q1 		– Sell
-26,033
Closed -$1.29M – 2275
2019
Q4 		$1.29M Sell
26,033
-24,326
-48% -$1.21M 0.01% 1025
2019
Q3 		$2.48M Buy
+50,359
New +$2.24M 0.01% 818
2016
Q2 		– Sell
-9,042
Closed -$562K – 1833
2016
Q1 		$562K Buy
9,042
+189
+2% +$10.5K ﹤0.01% 1320
2015
Q4 		$481K Buy
8,853
+756
+9% +$43.6K 0.01% 1336
2015
Q3 		$451K Sell
8,097
-437
-5% -$26.3K 0.01% 1246
2015
Q2 		$529K Buy
+8,534
New +$561K 0.01% 989
2014
Q3 		– Sell
-15,607
Closed -$914K – 1563
2014
Q2 		$914K Sell
15,607
-10,374
-40% -$567K 0.02% 844
2014
Q1 		$1.36M Sell
25,981
-255
-1% -$12.8K 0.03% 635
2013
Q4 		$1.37M Sell
26,236
-155
-0.6% -$7.41K 0.03% 602
2013
Q3 		$1.1M Buy
+26,391
New +$1.06M 0.03% 601

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HighTower Advisors's DLX Position: Q3 2021 in Review

HighTower Advisors sold out of Deluxe (DLX) in Q3 2021, closing a stake of 29,697 shares — an estimated $1.42M sold.

HighTower Advisors first reported a position in DLX in Q3 2013 and held it in 12 quarters. The position peaked at $2.48M in Q3 2019. 186 funds tracked by Wall St. Rank hold DLX as of Q3 2021.

  • HighTower Advisors reported no remaining Deluxe position as of Q3 2021 after selling out during the quarter.
  • HighTower Advisors sold 29,697 Deluxe shares in Q3 2021, an estimated $1.42M.
  • HighTower Advisors first reported a position in Deluxe in Q3 2013 and held it in 12 quarters.
  • HighTower Advisors's Deluxe position peaked at $2.48M in Q3 2019.
  • 186 funds tracked by Wall St. Rank held Deluxe as of Q3 2021.

Based on HighTower Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.