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William Blair Investment Management’s
Deluxe
DLX
Stock Holding History
William Blair 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
2025
Q2
–
Sell
-1,223,784
Closed
-$19.3M
–
429
2025
Q1
$19.3M
Sell
1,223,784
-56,475
-4%
-$1.07M
0.05%
298
2024
Q4
$28.9M
Buy
1,280,259
+31,288
+3%
+$672K
0.07%
262
2024
Q3
$24.3M
Sell
1,248,971
-38,285
-3%
-$799K
0.06%
278
2024
Q2
$28.9M
Sell
1,287,256
-3,069
-0.2%
-$65.6K
0.08%
226
2024
Q1
$26.6M
Sell
1,290,325
-1,259
-0.1%
-$25K
0.07%
273
2023
Q4
$27.7M
Sell
1,291,584
-26,031
-2%
-$485K
0.08%
243
2023
Q3
$24.9M
Sell
1,317,615
-101,708
-7%
-$1.97M
0.08%
241
2023
Q2
$24.8M
Buy
1,419,323
+26,452
+2%
+$415K
0.08%
257
2023
Q1
$22.3M
Buy
1,392,871
+10,241
+0.7%
+$187K
0.08%
264
2022
Q4
$23.5M
Buy
1,382,630
+85,961
+7%
+$1.53M
0.09%
247
2022
Q3
$21.6M
Buy
1,296,669
+114,967
+10%
+$2.42M
0.09%
248
2022
Q2
$25.6M
Sell
1,181,702
-40,163
-3%
-$1.02M
0.09%
235
2022
Q1
$36.9M
Sell
1,221,865
-15,641
-1%
-$491K
0.11%
204
2021
Q4
$39.7M
Buy
1,237,506
+123,284
+11%
+$4.35M
0.11%
214
2021
Q3
$40M
Buy
1,114,222
+1,111,892
+47,721%
+$45.2M
0.11%
212
2021
Q2
$111K
Buy
+2,330
New
+$105K
﹤0.01%
376
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30.48%
1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
DRZID
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$5.29B AUM
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1-Year Est. Return
LSV Asset Management
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$46.4B AUM
27.74%
1-Year Est. Return
American Century Companies
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$194B AUM
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Prudential Financial
Newark, New Jersey
$81.2B AUM
27.81%
1-Year Est. Return
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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
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