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Jefferies Financial Group’s Deluxe DLX Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-17,597
Closed -$395K – 1516
2024
Q2 		$395K Sell
17,597
-17,692
-50% -$378K ﹤0.01% 1032
2024
Q1 		$727K Buy
+35,289
New +$702K 0.01% 935

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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

Jefferies Financial Group's DLX Position: Q3 2024 in Review

Jefferies Financial Group sold out of Deluxe (DLX) in Q3 2024, closing a stake of 17,597 shares — an estimated $395K sold.

Jefferies Financial Group first reported a position in DLX in Q1 2024 and held it in 2 quarters. The position peaked at $727K in Q1 2024. 201 funds tracked by Wall St. Rank hold DLX as of Q3 2024.

  • Jefferies Financial Group reported no remaining Deluxe position as of Q3 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 17,597 Deluxe shares in Q3 2024, an estimated $395K.
  • Jefferies Financial Group first reported a position in Deluxe in Q1 2024 and held it in 2 quarters.
  • Jefferies Financial Group's Deluxe position peaked at $727K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Deluxe as of Q3 2024.

Based on Jefferies Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.