ACIM
DFS

Azimuth Capital Investment Management’s Discover Financial Services DFS Stock Holding History

Azimuth Capital 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
2023
Q2 		– Sell
-74,645
Closed -$7.38M – 308
2023
Q1 		$7.38M Sell
74,645
-545
-0.7% -$58.3K 0.36% 102
2022
Q4 		$7.36M Buy
75,190
+155
+0.2% +$15.6K 0.37% 95
2022
Q3 		$6.82M Buy
75,035
+275
+0.4% +$27.8K 0.37% 87
2022
Q2 		$7.07M Buy
+74,760
New +$8M 0.36% 102

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 $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Azimuth Capital Investment Management's DFS Position: Q2 2023 in Review

Azimuth Capital Investment Management sold out of Discover Financial Services (DFS) in Q2 2023, closing a stake of 74,645 shares — an estimated $7.38M sold.

Azimuth Capital Investment Management first reported a position in DFS in Q2 2022 and held it in 4 quarters. The position peaked at $7.38M in Q1 2023. 973 funds tracked by Wall St. Rank hold DFS as of Q2 2023.

  • Azimuth Capital Investment Management reported no remaining Discover Financial Services position as of Q2 2023 after selling out during the quarter.
  • Azimuth Capital Investment Management sold 74,645 Discover Financial Services shares in Q2 2023, an estimated $7.38M.
  • Azimuth Capital Investment Management first reported a position in Discover Financial Services in Q2 2022 and held it in 4 quarters.
  • Azimuth Capital Investment Management's Discover Financial Services position peaked at $7.38M in Q1 2023.
  • 973 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2023.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.