Mendota Financial Group’s Deluxe DLX Stock Holding History

Mendota 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 Q4	–	Sell	-6	Closed	-$117	–	604
2024 Q3	$117	Buy	+6	New	+$125	﹤0.01%	854

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mendota Financial Group's DLX Position: Q4 2024 in Review

Mendota Financial Group sold out of Deluxe (DLX) in Q4 2024, closing a stake of 6 shares — an estimated $117 sold.

Mendota Financial Group first reported a position in DLX in Q3 2024 and held it in 1 quarter. The position peaked at $117 in Q3 2024. 209 funds tracked by Wall St. Rank hold DLX as of Q4 2024.

Mendota Financial Group reported no remaining Deluxe position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 6 Deluxe shares in Q4 2024, an estimated $117.
Mendota Financial Group first reported a position in Deluxe in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Deluxe position peaked at $117 in Q3 2024.
209 funds tracked by Wall St. Rank held Deluxe as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.