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Naples Money Management’s Deluxe DLX Stock Holding History

Naples Money 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
2024
Q3 		– Sell
-80
Closed -$1.76K – 392
2024
Q2 		$1.76K Hold
80
– – ﹤0.01% 326
2024
Q1 		$1.65K Hold
80
– – ﹤0.01% 330
2023
Q4 		$1.72K Buy
+80
New +$1.49K ﹤0.01% 345

Other funds holding DLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 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 $3.37T AUM 44.26% 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

Naples Money Management's DLX Position: Q3 2024 in Review

Naples Money Management sold out of Deluxe (DLX) in Q3 2024, closing a stake of 80 shares — an estimated $1.76K sold.

Naples Money Management first reported a position in DLX in Q4 2023 and held it in 3 quarters. The position peaked at $1.76K in Q2 2024. 201 funds tracked by Wall St. Rank hold DLX as of Q3 2024.

  • Naples Money Management reported no remaining Deluxe position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 80 Deluxe shares in Q3 2024, an estimated $1.76K.
  • Naples Money Management first reported a position in Deluxe in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's Deluxe position peaked at $1.76K in Q2 2024.
  • 201 funds tracked by Wall St. Rank held Deluxe as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.