5L
DFS

55I LLC’s Discover Financial Services DFS Stock Holding History

55I LLC’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$325K Buy
+3,570
New +$361K 0.01% 476

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

55I LLC's DFS Position: Q3 2022 in Review

55I LLC opened a new position in Discover Financial Services (DFS) in Q3 2022: 3,570 shares worth $325K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings.

924 funds tracked by Wall St. Rank hold DFS as of Q3 2022.

  • 55I LLC held 3,570 shares of Discover Financial Services worth $325K as of Q3 2022.
  • Discover Financial Services was a new 55I LLC position in Q3 2022.
  • Discover Financial Services made up 0.01% of 55I LLC's portfolio in Q3 2022, its #476 holding.
  • 924 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.