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Wintrust Investments’s Deluxe DLX Stock Holding History

Wintrust 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
2022
Q1 		– Sell
-7,608
Closed -$244K – 414
2021
Q4 		$244K Hold
7,608
– – 0.02% 373
2021
Q3 		$273K Buy
7,608
+2,404
+46% +$97.6K 0.04% 231
2021
Q2 		$249K Buy
+5,204
New +$234K 0.03% 375

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wintrust Investments's DLX Position: Q1 2022 in Review

Wintrust Investments sold out of Deluxe (DLX) in Q1 2022, closing a stake of 7,608 shares — an estimated $244K sold.

Wintrust Investments first reported a position in DLX in Q2 2021 and held it in 3 quarters. The position peaked at $273K in Q3 2021. 196 funds tracked by Wall St. Rank hold DLX as of Q1 2022.

  • Wintrust Investments reported no remaining Deluxe position as of Q1 2022 after selling out during the quarter.
  • Wintrust Investments sold 7,608 Deluxe shares in Q1 2022, an estimated $244K.
  • Wintrust Investments first reported a position in Deluxe in Q2 2021 and held it in 3 quarters.
  • Wintrust Investments's Deluxe position peaked at $273K in Q3 2021.
  • 196 funds tracked by Wall St. Rank held Deluxe as of Q1 2022.

Based on Wintrust Investments's 13F filing for Q1 2022, filed 11 May 2022.