Claris Advisors’s Discover Financial Services DFS Stock Holding History

Claris Advisors’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 Q4	–	Sell	-11	Closed	-$1.54K	–	353
2024 Q3	$1.54K	Buy	+11	New	+$1.48K	﹤0.01%	356

Other funds holding DFS

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Claris Advisors's DFS Position: Q4 2024 in Review

Claris Advisors sold out of Discover Financial Services (DFS) in Q4 2024, closing a stake of 11 shares — an estimated $1.54K sold.

Claris Advisors first reported a position in DFS in Q3 2024 and held it in 1 quarter. The position peaked at $1.54K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

Claris Advisors reported no remaining Discover Financial Services position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 11 Discover Financial Services shares in Q4 2024, an estimated $1.54K.
Claris Advisors first reported a position in Discover Financial Services in Q3 2024 and held it in 1 quarter.
Claris Advisors's Discover Financial Services position peaked at $1.54K in Q3 2024.
1,174 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.