EFP
DFS

Elser Financial Planning’s Discover Financial Services DFS Stock Holding History

Elser Financial Planning’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 		– Sell
-696,005
Closed -$32.7M – 79
2024
Q2 		$32.7M Buy
+696,005
New +$86.8M 5.47% 7

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

Elser Financial Planning's DFS Position: Q3 2024 in Review

Elser Financial Planning sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 696,005 shares — an estimated $32.7M sold.

Elser Financial Planning first reported a position in DFS in Q2 2024 and held it in 1 quarter. The position peaked at $32.7M in Q2 2024. 1,058 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

  • Elser Financial Planning reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
  • Elser Financial Planning sold 696,005 Discover Financial Services shares in Q3 2024, an estimated $32.7M.
  • Elser Financial Planning first reported a position in Discover Financial Services in Q2 2024 and held it in 1 quarter.
  • Elser Financial Planning's Discover Financial Services position peaked at $32.7M in Q2 2024.
  • 1,058 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Elser Financial Planning's 13F filing for Q3 2024, filed 17 Oct 2024.