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Piedmont Investment Advisors’s Deluxe DLX Stock Holding History

Piedmont Investment Advisors’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
Q4 		– Sell
-4,572
Closed -$225K – 921
2019
Q3 		$225K Sell
4,572
-1,076
-19% -$47.9K 0.01% 836
2019
Q2 		$230K Buy
+5,648
New +$238K 0.01% 860
2018
Q3 		– Sell
-875
Closed -$58K – 1376
2018
Q2 		$58K Buy
+875
New +$61.4K ﹤0.01% 1237
2017
Q1 		– Sell
-46
Closed -$3.29K – 470
2016
Q4 		$3.29K Hold
46
– – ﹤0.01% 631
2016
Q3 		$3.07K Hold
46
– – ﹤0.01% 402
2016
Q2 		$3.05K Sell
46
-33
-42% -$2.09K ﹤0.01% 290
2016
Q1 		$4.94K Hold
79
– – ﹤0.01% 276
2015
Q4 		$4.31K Buy
79
+14
+22% +$808 ﹤0.01% 283
2015
Q3 		$3.62K Hold
65
– – ﹤0.01% 291
2015
Q2 		$4.03K Buy
65
+46
+242% +$3.02K ﹤0.01% 289
2015
Q1 		$1.32K Hold
19
– – ﹤0.01% 299
2014
Q4 		$1.18K Hold
19
– – ﹤0.01% 303
2014
Q3 		$1.05K Sell
19
-63
-77% -$3.63K ﹤0.01% 303
2014
Q2 		$4.8K Sell
82
-8
-9% -$437 ﹤0.01% 211
2014
Q1 		$4.72K Buy
+90
New +$4.52K ﹤0.01% 212
2013
Q4 		– Sell
-54
Closed -$2.25K – 348
2013
Q3 		$2.25K Hold
54
– – ﹤0.01% 238
2013
Q2 		$1.87K Buy
+54
New +$2.05K ﹤0.01% 285

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Piedmont Investment Advisors's DLX Position: Q4 2019 in Review

Piedmont Investment Advisors sold out of Deluxe (DLX) in Q4 2019, closing a stake of 4,572 shares — an estimated $225K sold.

Piedmont Investment Advisors first reported a position in DLX in Q2 2013 and held it in 17 quarters. The position peaked at $230K in Q2 2019. 274 funds tracked by Wall St. Rank hold DLX as of Q4 2019.

  • Piedmont Investment Advisors reported no remaining Deluxe position as of Q4 2019 after selling out during the quarter.
  • Piedmont Investment Advisors sold 4,572 Deluxe shares in Q4 2019, an estimated $225K.
  • Piedmont Investment Advisors first reported a position in Deluxe in Q2 2013 and held it in 17 quarters.
  • Piedmont Investment Advisors's Deluxe position peaked at $230K in Q2 2019.
  • 274 funds tracked by Wall St. Rank held Deluxe as of Q4 2019.

Based on Piedmont Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.