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Select Equity Group’s Deluxe DLX Stock Holding History

Select Equity 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
Q1 		– Sell
-59,853
Closed -$1.28M – 162
2023
Q4 		$1.28M Sell
59,853
-16,688
-22% -$311K ﹤0.01% 147
2023
Q3 		$1.45M Hold
76,541
– – 0.01% 155
2023
Q2 		$1.34M Buy
76,541
+732
+1% +$11.5K 0.01% 149
2023
Q1 		$1.21M Buy
75,809
+6,910
+10% +$126K ﹤0.01% 145
2022
Q4 		$1.17M Buy
68,899
+33,224
+93% +$591K ﹤0.01% 155
2022
Q3 		$594K Hold
35,675
– – ﹤0.01% 163
2022
Q2 		$773K Sell
35,675
-1,128,066
-97% -$28.7M ﹤0.01% 141
2022
Q1 		$35.2M Sell
1,163,741
-369,609
-24% -$11.6M 0.11% 93
2021
Q4 		$49.2M Sell
1,533,350
-288,582
-16% -$10.2M 0.15% 84
2021
Q3 		$65.4M Buy
1,821,932
+41,072
+2% +$1.67M 0.22% 66
2021
Q2 		$85.1M Buy
+1,780,860
New +$80.2M 0.29% 64

Other funds holding DLX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return