Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SIM
SummerHaven Investment Management’s
Deluxe
DLX
Stock Holding History
SummerHaven Investment 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
2026
Q1
$1.27M
Sell
46,277
-3,931
-8%
-$103K
0.78%
22
2025
Q4
$1.12M
Hold
50,208
–
–
0.64%
26
2025
Q3
$972K
Buy
50,208
+13,416
+36%
+$244K
0.57%
47
2025
Q2
$585K
Buy
36,792
+973
+3%
+$14.7K
0.38%
145
2025
Q1
$566K
Buy
35,819
+620
+2%
+$11.7K
0.4%
148
2024
Q4
$795K
Hold
35,199
–
–
0.49%
101
2024
Q3
$686K
Buy
+35,199
New
+$734K
0.42%
171
2023
Q3
–
Sell
-30,105
Closed
-$526K
–
215
2023
Q2
$526K
Sell
30,105
-7,855
-21%
-$123K
0.33%
155
2023
Q1
$607K
Buy
37,960
+1,017
+3%
+$18.5K
0.35%
165
2022
Q4
$627K
Buy
36,943
+600
+2%
+$10.7K
0.37%
171
2022
Q3
$605K
Buy
36,343
+16,498
+83%
+$347K
0.42%
169
2022
Q2
$430K
Hold
19,845
–
–
0.29%
177
2022
Q1
$600K
Buy
19,845
+875
+5%
+$27.5K
0.34%
175
2021
Q4
$609K
Hold
18,970
–
–
0.33%
192
2021
Q3
$681K
Sell
18,970
-1,683
-8%
-$68.3K
0.4%
188
2021
Q2
$987K
Buy
20,653
+505
+3%
+$22.7K
0.56%
64
2021
Q1
$845K
Hold
20,148
–
–
0.52%
74
2020
Q4
$588K
Buy
+20,148
New
+$520K
0.45%
123
Other funds holding DLX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close