BFIM
DFS

Beese Fulmer Investment Management’s Discover Financial Services DFS Stock Holding History

Beese Fulmer 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
2020
Q3 		– Sell
-760
Closed -$38K – 278
2020
Q2 		$38K Buy
+760
New +$33.4K 0.01% 349

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Beese Fulmer Investment Management's DFS Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Discover Financial Services (DFS) in Q3 2020, closing a stake of 760 shares — an estimated $38K sold.

Beese Fulmer Investment Management first reported a position in DFS in Q2 2020 and held it in 1 quarter. The position peaked at $38K in Q2 2020. 741 funds tracked by Wall St. Rank hold DFS as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Discover Financial Services position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 760 Discover Financial Services shares in Q3 2020, an estimated $38K.
  • Beese Fulmer Investment Management first reported a position in Discover Financial Services in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Discover Financial Services position peaked at $38K in Q2 2020.
  • 741 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.