CYG
DFS

Clean Yield Group’s Discover Financial Services DFS Stock Holding History

Clean Yield Group’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
Q3 		– Sell
-40
Closed -$4K – 463
2022
Q2 		$4K Hold
40
– – ﹤0.01% 387
2022
Q1 		$4K Hold
40
– – ﹤0.01% 407
2021
Q4 		$5K Buy
+40
New +$4.73K ﹤0.01% 408
2019
Q1 		– Sell
-100
Closed -$6K – 320
2018
Q4 		$6K Buy
+100
New +$6.9K ﹤0.01% 274

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Clean Yield Group's DFS Position: Q3 2022 in Review

Clean Yield Group sold out of Discover Financial Services (DFS) in Q3 2022, closing a stake of 40 shares — an estimated $4K sold.

Clean Yield Group first reported a position in DFS in Q4 2018 and held it in 4 quarters. The position peaked at $6K in Q4 2018. 924 funds tracked by Wall St. Rank hold DFS as of Q3 2022.

  • Clean Yield Group reported no remaining Discover Financial Services position as of Q3 2022 after selling out during the quarter.
  • Clean Yield Group sold 40 Discover Financial Services shares in Q3 2022, an estimated $4K.
  • Clean Yield Group first reported a position in Discover Financial Services in Q4 2018 and held it in 4 quarters.
  • Clean Yield Group's Discover Financial Services position peaked at $6K in Q4 2018.
  • 924 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2022.

Based on Clean Yield Group's 13F filing for Q3 2022, filed 31 Oct 2022.