ZIM
DLX icon

Zacks Investment Management’s Deluxe DLX Stock Holding History

Zacks 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
2020
Q1 		– Sell
-40,651
Closed -$2.03M – 520
2019
Q4 		$2.03M Sell
40,651
-1,573
-4% -$78.3K 0.04% 265
2019
Q3 		$2.08M Sell
42,224
-3,633
-8% -$162K 0.04% 247
2019
Q2 		$1.86M Buy
+45,857
New +$1.94M 0.04% 281
2018
Q3 		– Sell
-3,170
Closed -$210K – 542
2018
Q2 		$210K Hold
3,170
– – ﹤0.01% 512
2018
Q1 		$235K Hold
3,170
– – 0.01% 488
2017
Q4 		$244K Hold
3,170
– – 0.01% 509
2017
Q3 		$231K Sell
3,170
-1
-0% -$70 0.01% 498
2017
Q2 		$219K Sell
3,171
-649
-17% -$45.2K 0.01% 525
2017
Q1 		$276K Sell
3,820
-930
-20% -$68.1K 0.01% 513
2016
Q4 		$340K Hold
4,750
– – 0.01% 485
2016
Q3 		$317K Sell
4,750
-709
-13% -$48.2K 0.01% 495
2016
Q2 		$362K Sell
5,459
-729
-12% -$46.3K 0.01% 475
2016
Q1 		$387K Buy
6,188
+1,124
+22% +$62.6K 0.01% 465
2015
Q4 		$276K Sell
5,064
-10,790
-68% -$623K 0.01% 476
2015
Q3 		$884K Buy
15,854
+1,447
+10% +$87.2K 0.03% 326
2015
Q2 		$893K Sell
14,407
-2,944
-17% -$193K 0.03% 320
2015
Q1 		$1.2M Buy
17,351
+5,123
+42% +$334K 0.04% 253
2014
Q4 		$761K Buy
12,228
+1,080
+10% +$63.5K 0.02% 316
2014
Q3 		$615K Buy
11,148
+4,568
+69% +$263K 0.02% 355
2014
Q2 		$385K Sell
6,580
-4,080
-38% -$223K 0.01% 510
2014
Q1 		$559K Sell
10,660
-1,129
-10% -$56.7K 0.02% 367
2013
Q4 		$615K Sell
11,789
-1,889
-14% -$90.3K 0.02% 331
2013
Q3 		$570K Sell
13,678
-5,801
-30% -$233K 0.02% 305
2013
Q2 		$675K Buy
+19,479
New +$738K 0.03% 264

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Zacks Investment Management's DLX Position: Q1 2020 in Review

Zacks Investment Management sold out of Deluxe (DLX) in Q1 2020, closing a stake of 40,651 shares — an estimated $2.03M sold.

Zacks Investment Management first reported a position in DLX in Q2 2013 and held it in 24 quarters. The position peaked at $2.08M in Q3 2019. 215 funds tracked by Wall St. Rank hold DLX as of Q1 2020.

  • Zacks Investment Management reported no remaining Deluxe position as of Q1 2020 after selling out during the quarter.
  • Zacks Investment Management sold 40,651 Deluxe shares in Q1 2020, an estimated $2.03M.
  • Zacks Investment Management first reported a position in Deluxe in Q2 2013 and held it in 24 quarters.
  • Zacks Investment Management's Deluxe position peaked at $2.08M in Q3 2019.
  • 215 funds tracked by Wall St. Rank held Deluxe as of Q1 2020.

Based on Zacks Investment Management's 13F filing for Q1 2020, filed 15 May 2020.