DCM
DFS

Donaldson Capital Management’s Discover Financial Services DFS Stock Holding History

Donaldson Capital 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
2018
Q4 		– Sell
-3,641
Closed -$278K – 176
2018
Q3 		$278K Buy
+3,641
New +$274K 0.02% 165

Other funds holding DFS

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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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Donaldson Capital Management's DFS Position: Q4 2018 in Review

Donaldson Capital Management sold out of Discover Financial Services (DFS) in Q4 2018, closing a stake of 3,641 shares — an estimated $278K sold.

Donaldson Capital Management first reported a position in DFS in Q3 2018 and held it in 1 quarter. The position peaked at $278K in Q3 2018. 837 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

  • Donaldson Capital Management reported no remaining Discover Financial Services position as of Q4 2018 after selling out during the quarter.
  • Donaldson Capital Management sold 3,641 Discover Financial Services shares in Q4 2018, an estimated $278K.
  • Donaldson Capital Management first reported a position in Discover Financial Services in Q3 2018 and held it in 1 quarter.
  • Donaldson Capital Management's Discover Financial Services position peaked at $278K in Q3 2018.
  • 837 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on Donaldson Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.