Romano Brothers & Co’s Deluxe DLX Stock Holding History

Romano Brothers & Co’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
2023 Q1	–	Sell	-4,495	Closed	-$76.3K	–	465
2022 Q4	$76.3K	Buy	+4,495	New	+$80K	0.01%	406

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Romano Brothers & Co's DLX Position: Q1 2023 in Review

Romano Brothers & Co sold out of Deluxe (DLX) in Q1 2023, closing a stake of 4,495 shares — an estimated $76.3K sold.

Romano Brothers & Co first reported a position in DLX in Q4 2022 and held it in 1 quarter. The position peaked at $76.3K in Q4 2022. 172 funds tracked by Wall St. Rank hold DLX as of Q1 2023.

Romano Brothers & Co reported no remaining Deluxe position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 4,495 Deluxe shares in Q1 2023, an estimated $76.3K.
Romano Brothers & Co first reported a position in Deluxe in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Deluxe position peaked at $76.3K in Q4 2022.
172 funds tracked by Wall St. Rank held Deluxe as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.