Kavar Capital Partners Group’s Deluxe DLX Stock Holding History

Kavar Capital Partners 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
2019 Q3	–	Sell	-1,000	Closed	-$41K	–	213
2019 Q2	$41K	Buy	+1,000	New	+$42.2K	0.02%	244
2018 Q3	–	Sell	-1,000	Closed	-$66K	–	171
2018 Q2	$66K	Hold	1,000	–	–	0.03%	162
2018 Q1	$74K	Sell	1,000 -2,500	-71%	-$185K	0.04%	159
2017 Q4	$269K	Hold	3,500	–	–	0.14%	92
2017 Q3	$255K	Hold	3,500	–	–	0.14%	96
2017 Q2	$242K	Hold	3,500	–	–	0.13%	100
2017 Q1	$253K	Hold	3,500	–	–	0.14%	101
2016 Q4	$251K	Hold	3,500	–	–	0.16%	89
2016 Q3	$234K	Hold	3,500	–	–	0.15%	94
2016 Q2	$232K	Hold	3,500	–	–	0.15%	96
2016 Q1	$219K	Hold	3,500	–	–	0.14%	97
2015 Q4	$190K	Hold	3,500	–	–	0.12%	105
2015 Q3	$195K	Buy	3,500 +1,000	+40%	+$60.3K	0.14%	104
2015 Q2	$155K	Buy	+2,500	New	+$164K	0.11%	125
2014 Q2	–	Sell	-2,500	Closed	-$131K	–	201
2014 Q1	$131K	Hold	2,500	–	–	0.11%	143
2013 Q4	$130K	Buy	+2,500	New	+$119K	0.12%	134

Other funds holding DLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kavar Capital Partners Group's DLX Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Deluxe (DLX) in Q3 2019, closing a stake of 1,000 shares — an estimated $41K sold.

Kavar Capital Partners Group first reported a position in DLX in Q4 2013 and held it in 16 quarters. The position peaked at $269K in Q4 2017. 263 funds tracked by Wall St. Rank hold DLX as of Q3 2019.

Kavar Capital Partners Group reported no remaining Deluxe position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 1,000 Deluxe shares in Q3 2019, an estimated $41K.
Kavar Capital Partners Group first reported a position in Deluxe in Q4 2013 and held it in 16 quarters.
Kavar Capital Partners Group's Deluxe position peaked at $269K in Q4 2017.
263 funds tracked by Wall St. Rank held Deluxe as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.