CHA
DFS

Carmichael Hill & Associates’s Discover Financial Services DFS Stock Holding History

Carmichael Hill & Associates’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 		$8.42K Buy
+60
New +$8.07K ﹤0.01% 606
2024
Q2 		– Sell
-300
Closed -$39.3K – 782
2024
Q1 		$39.3K Hold
300
– – 0.02% 380
2023
Q4 		$33.7K Hold
300
– – 0.01% 406
2023
Q3 		$26K Hold
300
– – 0.01% 430
2023
Q2 		$35.1K Buy
+300
New +$31.4K 0.02% 391

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carmichael Hill & Associates's DFS Position: Q3 2024 in Review

Carmichael Hill & Associates opened a new position in Discover Financial Services (DFS) in Q3 2024: 60 shares worth $8.42K. The stake represents ﹤0.01% of the portfolio and ranks #606 among its holdings. This is a return to the name: Carmichael Hill & Associates previously reported a position in DFS as recently as Q1 2024.

Carmichael Hill & Associates first reported a position in DFS in Q2 2023 and has held it in 5 quarters since. The position peaked at $39.3K in Q1 2024. 1,058 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

  • Carmichael Hill & Associates held 60 shares of Discover Financial Services worth $8.42K as of Q3 2024.
  • Discover Financial Services was a new Carmichael Hill & Associates position in Q3 2024.
  • Discover Financial Services made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #606 holding.
  • Carmichael Hill & Associates first reported a position in Discover Financial Services in Q2 2023 and has held it in 5 quarters since.
  • Carmichael Hill & Associates's Discover Financial Services position peaked at $39.3K in Q1 2024.
  • 1,058 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.