EWM
DFS

Elmwood Wealth Management’s Discover Financial Services DFS Stock Holding History

Elmwood Wealth 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
Q2 		– Sell
-91
Closed -$6.55K – 276
2020
Q1 		$6.55K Buy
+91
New +$6.03K 0.01% 210
2019
Q4 		– Sell
-91
Closed -$7K – 122
2019
Q3 		$7K Hold
91
– – 0.01% 194
2019
Q2 		$7K Hold
91
– – 0.01% 207
2019
Q1 		$6K Hold
91
– – 0.01% 205
2018
Q4 		$5K Hold
91
– – ﹤0.01% 219
2018
Q3 		$6.96K Hold
91
– – 0.01% 220
2018
Q2 		$6.41K Hold
91
– – 0.01% 215
2018
Q1 		$6.55K Buy
+91
New +$7.03K 0.01% 210

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Elmwood Wealth Management's DFS Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Discover Financial Services (DFS) in Q2 2020, closing a stake of 91 shares — an estimated $6.55K sold.

Elmwood Wealth Management first reported a position in DFS in Q1 2018 and held it in 8 quarters. The position peaked at $7K in Q3 2019. 742 funds tracked by Wall St. Rank hold DFS as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Discover Financial Services position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 91 Discover Financial Services shares in Q2 2020, an estimated $6.55K.
  • Elmwood Wealth Management first reported a position in Discover Financial Services in Q1 2018 and held it in 8 quarters.
  • Elmwood Wealth Management's Discover Financial Services position peaked at $7K in Q3 2019.
  • 742 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.