EAM
DFS

Empirical Asset Management’s Discover Financial Services DFS Stock Holding History

Empirical Asset 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
2022
Q1 		– Sell
-2,078
Closed -$240K – 161
2021
Q4 		$240K Buy
+2,078
New +$246K 0.23% 134

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Empirical Asset Management's DFS Position: Q1 2022 in Review

Empirical Asset Management sold out of Discover Financial Services (DFS) in Q1 2022, closing a stake of 2,078 shares — an estimated $240K sold.

Empirical Asset Management first reported a position in DFS in Q4 2021 and held it in 1 quarter. The position peaked at $240K in Q4 2021. 951 funds tracked by Wall St. Rank hold DFS as of Q1 2022.

  • Empirical Asset Management reported no remaining Discover Financial Services position as of Q1 2022 after selling out during the quarter.
  • Empirical Asset Management sold 2,078 Discover Financial Services shares in Q1 2022, an estimated $240K.
  • Empirical Asset Management first reported a position in Discover Financial Services in Q4 2021 and held it in 1 quarter.
  • Empirical Asset Management's Discover Financial Services position peaked at $240K in Q4 2021.
  • 951 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2022.

Based on Empirical Asset Management's 13F filing for Q1 2022, filed 6 May 2022.