EMFO LLC’s Discover Financial Services DFS Stock Holding History

EMFO LLC’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 Q1	–	Sell	-2,990	Closed	-$336K	–	289
2023 Q4	$336K	Hold	2,990	–	–	0.31%	70
2023 Q3	$259K	Buy	2,990 +1,435	+92%	+$143K	0.24%	76
2023 Q2	$182K	Buy	+1,555	New	+$163K	0.16%	95

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EMFO LLC's DFS Position: Q1 2024 in Review

EMFO LLC sold out of Discover Financial Services (DFS) in Q1 2024, closing a stake of 2,990 shares — an estimated $336K sold.

EMFO LLC first reported a position in DFS in Q2 2023 and held it in 3 quarters. The position peaked at $336K in Q4 2023. 1,035 funds tracked by Wall St. Rank hold DFS as of Q1 2024.

EMFO LLC reported no remaining Discover Financial Services position as of Q1 2024 after selling out during the quarter.
EMFO LLC sold 2,990 Discover Financial Services shares in Q1 2024, an estimated $336K.
EMFO LLC first reported a position in Discover Financial Services in Q2 2023 and held it in 3 quarters.
EMFO LLC's Discover Financial Services position peaked at $336K in Q4 2023.
1,035 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2024.

Based on EMFO LLC's 13F filing for Q1 2024, filed 3 May 2024.