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Ridgewood Investments’s Deluxe DLX Stock Holding History

Ridgewood Investments’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
-19
Closed -$433 – 744
2024
Q2 		$433 Buy
+19
New +$406 ﹤0.01% 739
2023
Q3 		– Sell
-19
Closed -$337 – 327
2023
Q2 		$337 Hold
19
– – ﹤0.01% 796
2023
Q1 		$308 Buy
+19
New +$346 ﹤0.01% 786

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
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 $46.4B AUM 27.74% 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 $2.9T AUM 29.55% 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

Ridgewood Investments's DLX Position: Q3 2024 in Review

Ridgewood Investments sold out of Deluxe (DLX) in Q3 2024, closing a stake of 19 shares — an estimated $433 sold.

Ridgewood Investments first reported a position in DLX in Q1 2023 and held it in 3 quarters. The position peaked at $433 in Q2 2024. 201 funds tracked by Wall St. Rank hold DLX as of Q3 2024.

  • Ridgewood Investments reported no remaining Deluxe position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 19 Deluxe shares in Q3 2024, an estimated $433.
  • Ridgewood Investments first reported a position in Deluxe in Q1 2023 and held it in 3 quarters.
  • Ridgewood Investments's Deluxe position peaked at $433 in Q2 2024.
  • 201 funds tracked by Wall St. Rank held Deluxe as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.