AIM
DFS

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

Axiom 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
2022
Q4 		– Sell
-115
Closed -$11K – 174
2022
Q3 		$11K Buy
+115
New +$11.6K 0.02% 248
2021
Q2 		– Sell
-186
Closed -$17K – 167
2021
Q1 		$17K Buy
+186
New +$17.5K 0.01% 175
2019
Q4 		– Sell
-4,134
Closed -$331K – 157
2019
Q3 		$331K Sell
4,134
-25,385
-86% -$2.1M 0.25% 104
2019
Q2 		$2.3M Buy
29,519
+966
+3% +$74.8K 0.41% 59
2019
Q1 		$2.03M Buy
28,553
+124
+0.4% +$8.49K 0.38% 65
2018
Q4 		$1.68M Buy
+28,429
New +$1.96M 0.35% 71

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Axiom Investment Management's DFS Position: Q4 2022 in Review

Axiom Investment Management sold out of Discover Financial Services (DFS) in Q4 2022, closing a stake of 115 shares — an estimated $11K sold.

Axiom Investment Management first reported a position in DFS in Q4 2018 and held it in 6 quarters. The position peaked at $2.3M in Q2 2019. 979 funds tracked by Wall St. Rank hold DFS as of Q4 2022.

  • Axiom Investment Management reported no remaining Discover Financial Services position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 115 Discover Financial Services shares in Q4 2022, an estimated $11K.
  • Axiom Investment Management first reported a position in Discover Financial Services in Q4 2018 and held it in 6 quarters.
  • Axiom Investment Management's Discover Financial Services position peaked at $2.3M in Q2 2019.
  • 979 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.