Ownership history in MACQUARIE GROUP LTD Β· 49 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in DELUXE CORP COM STOCK (DLX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MACQUARIE GROUP LTD underperformed the S&P 500 by β3.5% annually on this DLX position. Timing score: 48% (19/40 decisions correct). Average cost basis: $36.47. Maximum drawdown during holding period: β74.9%.
β οΈ Trailed SPY by 3.5% ann. on this position.
48 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
19 of 40 add/trim decisions correct
Best entry: $11.08 (2011 Q3) Β· Worst: $50.29 (2017 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
20 adds Β· 20 trims. Bought during 12 of 22 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size