Aigen Investment Management’s Discover Financial Services DFS Stock Holding History

Aigen Investment Management’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
2024 Q3	–	Sell	-3,039	Closed	-$398K	–	792
2024 Q2	$398K	Buy	+3,039	New	+$379K	0.08%	384
2023 Q4	–	Sell	-3,390	Closed	-$294K	–	849
2023 Q3	$294K	Buy	+3,390	New	+$337K	0.06%	532
2022 Q1	–	Sell	-6,311	Closed	-$725K	–	670
2021 Q4	$725K	Buy	6,311 +1,542	+32%	+$182K	0.04%	513
2021 Q3	$586K	Buy	4,769 +1,821	+62%	+$228K	0.11%	225
2021 Q2	$349K	Buy	+2,948	New	+$333K	0.06%	296
2020 Q3	–	Sell	-5,327	Closed	-$267K	–	904
2020 Q2	$267K	Sell	5,327 -49,736	-90%	-$2.19M	0.03%	639
2020 Q1	$1.96M	Buy	+55,063	New	+$3.65M	0.26%	90

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aigen Investment Management's DFS Position: Q3 2024 in Review

Aigen Investment Management sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 3,039 shares — an estimated $398K sold.

Aigen Investment Management first reported a position in DFS in Q1 2020 and held it in 7 quarters. The position peaked at $1.96M in Q1 2020. 1,059 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

Aigen Investment Management reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
Aigen Investment Management sold 3,039 Discover Financial Services shares in Q3 2024, an estimated $398K.
Aigen Investment Management first reported a position in Discover Financial Services in Q1 2020 and held it in 7 quarters.
Aigen Investment Management's Discover Financial Services position peaked at $1.96M in Q1 2020.
1,059 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Aigen Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.