Jupiter Asset Management’s Deluxe DLX Stock Holding History

Jupiter Asset Management’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
2026 Q1	$5.68M	Buy	206,086 +119,178	+137%	+$3.12M	0.03%	332
2025 Q4	$1.94M	Sell	86,908 -12,322	-12%	-$248K	0.02%	324
2025 Q3	$1.92M	Buy	99,230 +15,900	+19%	+$290K	0.02%	326
2025 Q2	$1.33M	Sell	83,330 -7,695	-8%	-$116K	0.01%	354
2025 Q1	$1.44M	Buy	91,025 +17,851	+24%	+$338K	0.01%	352
2024 Q4	$1.65M	Sell	73,174 -450	-0.6%	-$9.67K	0.02%	322
2024 Q3	$1.43M	Buy	+73,624	New	+$1.54M	0.01%	334
2024 Q1	–	Sell	-40,234	Closed	-$863K	–	454
2023 Q4	$863K	Hold	40,234	–	–	0.01%	393
2023 Q3	$760K	Sell	40,234 -2,159	-5%	-$41.9K	0.01%	419
2023 Q2	$740K	Sell	42,393 -9,842	-19%	-$154K	0.01%	446
2023 Q1	$835K	Buy	52,235 +39,923	+324%	+$728K	0.01%	352
2022 Q4	$208K	Buy	+12,312	New	+$219K	﹤0.01%	439

Other funds holding DLX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return