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Jupiter Investment Management’s Deluxe DLX Stock Holding History

Jupiter Investment 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
2020
Q2 		– Sell
-9,523
Closed -$246K – 414
2020
Q1 		$246K Buy
+9,523
New +$367K ﹤0.01% 334
2017
Q4 		– Sell
-149
Closed -$10K – 385
2017
Q3 		$10K Hold
149
– – ﹤0.01% 336
2017
Q2 		$10K Hold
149
– – ﹤0.01% 386
2017
Q1 		$10K Sell
149
-10,695
-99% -$783K ﹤0.01% 386
2016
Q4 		$776K Sell
10,844
-61,505
-85% -$4.13M 0.01% 228
2016
Q3 		$4.83M Sell
72,349
-60,885
-46% -$4.14M 0.08% 158
2016
Q2 		$8.84M Sell
133,234
-100,613
-43% -$6.38M 0.17% 129
2016
Q1 		$14.6M Buy
233,847
+38,764
+20% +$2.16M 0.3% 97
2015
Q4 		$10.6M Buy
195,083
+47,540
+32% +$2.74M 0.28% 98
2015
Q3 		$8.22M Buy
147,543
+76,600
+108% +$4.62M 0.23% 109
2015
Q2 		$4.4M Buy
70,943
+6,161
+10% +$405K 0.13% 112
2015
Q1 		$4.49M Hold
64,782
– – 0.14% 122
2014
Q4 		$4.03M Buy
64,782
+46,870
+262% +$2.75M 0.14% 138
2014
Q3 		$988K Buy
17,912
+5,114
+40% +$295K 0.05% 232
2014
Q2 		$749K Sell
12,798
-19,247
-60% -$1.05M 0.04% 254
2014
Q1 		$1.68M Sell
32,045
-1,847
-5% -$92.8K 0.11% 188
2013
Q4 		$1.77M Sell
33,892
-117,527
-78% -$5.62M 0.15% 174
2013
Q3 		$6.31M Buy
151,419
+100,425
+197% +$4.03M 0.6% 50
2013
Q2 		$1.77M Buy
+50,994
New +$1.93M 0.21% 162

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Jupiter Investment Management's DLX Position: Q2 2020 in Review

Jupiter Investment Management sold out of Deluxe (DLX) in Q2 2020, closing a stake of 9,523 shares — an estimated $246K sold.

Jupiter Investment Management first reported a position in DLX in Q2 2013 and held it in 19 quarters. The position peaked at $14.6M in Q1 2016. 204 funds tracked by Wall St. Rank hold DLX as of Q2 2020.

  • Jupiter Investment Management reported no remaining Deluxe position as of Q2 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 9,523 Deluxe shares in Q2 2020, an estimated $246K.
  • Jupiter Investment Management first reported a position in Deluxe in Q2 2013 and held it in 19 quarters.
  • Jupiter Investment Management's Deluxe position peaked at $14.6M in Q1 2016.
  • 204 funds tracked by Wall St. Rank held Deluxe as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.