Exited position

Ray Dalio’s Deluxe Corp Medium Term Nts (DLX) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2006Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares148.29KHighest verified quarter-end share count
Quarters reported18Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Deluxe Corp Medium Term Nts in Q2 2006. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Bridgewater Associates, LP sold the entire position in Q1 2021, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2021
Sold the entire position−12.08K shares · No shares reported at quarter-end
Q4 2020
Sold 30.0% of the position−5.18K shares · 12.08K shares remained
Filing context

Quarter-end price $29.22 · Estimated holding basis $25.72

Q3 2020
New position+17.26K shares · 17.26K shares reported
Filing context

Quarter-end price $25.72 · Estimated holding basis $25.72

Q1 2020
Sold the entire position−9.79K shares · No shares reported at quarter-end
Q4 2019
Bought 35.6% more+2.57K shares · 9.79K shares reported after the change
Filing context

Quarter-end price $49.96 · Estimated holding basis $49.39

Q3 2019
New position+7.22K shares · 7.22K shares reported
Filing context

Quarter-end price $49.18 · Estimated holding basis $49.18

Portfolio importance

How important was Deluxe Corp Medium Term Nts in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q4 2020
Last reported rank#488of 525 reported positions
Peak portfolio weight0.2%Q2 2006
Best historical rank#110Q2 2006
At peak importanceQ2 2006
DLX
0.2%
Largest holding
6.6%
Cross-investor discovery

Who else owns Deluxe Corp Medium Term Nts?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
DLX0.0% of reported portfolio
Explore Deluxe Corp Medium Term Nts across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$23.312026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.