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HM Payson & Co’s Deluxe DLX Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-750
Closed -$14.2K – 984
2023
Q3 		$14.2K Buy
+750
New +$14.5K ﹤0.01% 778

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HM Payson & Co's DLX Position: Q4 2023 in Review

HM Payson & Co sold out of Deluxe (DLX) in Q4 2023, closing a stake of 750 shares — an estimated $14.2K sold.

HM Payson & Co first reported a position in DLX in Q3 2023 and held it in 1 quarter. The position peaked at $14.2K in Q3 2023. 173 funds tracked by Wall St. Rank hold DLX as of Q4 2023.

  • HM Payson & Co reported no remaining Deluxe position as of Q4 2023 after selling out during the quarter.
  • HM Payson & Co sold 750 Deluxe shares in Q4 2023, an estimated $14.2K.
  • HM Payson & Co first reported a position in Deluxe in Q3 2023 and held it in 1 quarter.
  • HM Payson & Co's Deluxe position peaked at $14.2K in Q3 2023.
  • 173 funds tracked by Wall St. Rank held Deluxe as of Q4 2023.

Based on HM Payson & Co's 13F filing for Q4 2023, filed 13 Feb 2024.