AC
DFS

Aaron Cowen’s Discover Financial Services DFS Stock Holding History

Aaron Cowen’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
2023
Q3 		– Sell
-161,056
Closed -$18.8M – 93
2023
Q2 		$18.8M Buy
+161,056
New +$16.9M 1.01% 36
2023
Q1 		– Sell
-166,809
Closed -$16.3M – 100
2022
Q4 		$16.3M Buy
+166,809
New +$16.8M 0.69% 44

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aaron Cowen's DFS Position: Q3 2023 in Review

Aaron Cowen sold out of Discover Financial Services (DFS) in Q3 2023, closing a stake of 161,056 shares — an estimated $18.8M sold.

Aaron Cowen first reported a position in DFS in Q4 2022 and held it in 2 quarters. The position peaked at $18.8M in Q2 2023. 906 funds tracked by Wall St. Rank hold DFS as of Q3 2023.

  • Aaron Cowen reported no remaining Discover Financial Services position as of Q3 2023 after selling out during the quarter.
  • Aaron Cowen sold 161,056 Discover Financial Services shares in Q3 2023, an estimated $18.8M.
  • Aaron Cowen first reported a position in Discover Financial Services in Q4 2022 and held it in 2 quarters.
  • Aaron Cowen's Discover Financial Services position peaked at $18.8M in Q2 2023.
  • 906 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2023.

Based on Suvretta Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.