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Investment House LLC’s Deluxe DLX Stock Holding History

Investment House LLC’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
2020
Q1 		– Sell
-36,010
Closed -$1.8M – 178
2019
Q4 		$1.8M Sell
36,010
-2,400
-6% -$120K 0.17% 96
2019
Q3 		$1.89M Sell
38,410
-1,275
-3% -$56.8K 0.19% 91
2019
Q2 		$1.61M Sell
39,685
-810
-2% -$34.2K 0.17% 91
2019
Q1 		$1.77M Buy
40,495
+2,760
+7% +$124K 0.19% 91
2018
Q4 		$1.45M Sell
37,735
-46,537
-55% -$2.22M 0.18% 92
2018
Q3 		$4.8M Sell
84,272
-8,250
-9% -$498K 0.51% 58
2018
Q2 		$6.13M Buy
92,522
+1,400
+2% +$98.2K 0.71% 45
2018
Q1 		$6.74M Sell
91,122
-313
-0.3% -$23.2K 0.82% 36
2017
Q4 		$7.03M Buy
91,435
+7,455
+9% +$537K 0.85% 36
2017
Q3 		$6.13M Buy
83,980
+9,045
+12% +$631K 0.8% 38
2017
Q2 		$5.19M Buy
74,935
+2,130
+3% +$148K 0.7% 49
2017
Q1 		$5.25M Buy
72,805
+2,860
+4% +$209K 0.74% 46
2016
Q4 		$5.01M Buy
69,945
+30,985
+80% +$2.08M 0.76% 46
2016
Q3 		$2.6M Buy
+38,960
New +$2.65M 0.39% 77

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Investment House LLC's DLX Position: Q1 2020 in Review

Investment House LLC sold out of Deluxe (DLX) in Q1 2020, closing a stake of 36,010 shares — an estimated $1.8M sold.

Investment House LLC first reported a position in DLX in Q3 2016 and held it in 14 quarters. The position peaked at $7.03M in Q4 2017. 215 funds tracked by Wall St. Rank hold DLX as of Q1 2020.

  • Investment House LLC reported no remaining Deluxe position as of Q1 2020 after selling out during the quarter.
  • Investment House LLC sold 36,010 Deluxe shares in Q1 2020, an estimated $1.8M.
  • Investment House LLC first reported a position in Deluxe in Q3 2016 and held it in 14 quarters.
  • Investment House LLC's Deluxe position peaked at $7.03M in Q4 2017.
  • 215 funds tracked by Wall St. Rank held Deluxe as of Q1 2020.

Based on Investment House LLC's 13F filing for Q1 2020, filed 8 Apr 2020.