ER
DFS

Enlightenment Research’s Discover Financial Services DFS Stock Holding History

Enlightenment Research’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
2021
Q4 		– Sell
-3,800
Closed -$467K – 143
2021
Q3 		$467K Buy
+3,800
New +$476K 0.57% 64
2019
Q4 		– Sell
-4,201
Closed -$341K – 75
2019
Q3 		$341K Buy
+4,201
New +$347K 0.76% 49
2019
Q1 		– Sell
-1,300
Closed -$77K – 248
2018
Q4 		$77K Buy
+1,300
New +$89.7K 0.1% 228

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Enlightenment Research's DFS Position: Q4 2021 in Review

Enlightenment Research sold out of Discover Financial Services (DFS) in Q4 2021, closing a stake of 3,800 shares — an estimated $467K sold.

Enlightenment Research first reported a position in DFS in Q4 2018 and held it in 3 quarters. The position peaked at $467K in Q3 2021. 982 funds tracked by Wall St. Rank hold DFS as of Q4 2021.

  • Enlightenment Research reported no remaining Discover Financial Services position as of Q4 2021 after selling out during the quarter.
  • Enlightenment Research sold 3,800 Discover Financial Services shares in Q4 2021, an estimated $467K.
  • Enlightenment Research first reported a position in Discover Financial Services in Q4 2018 and held it in 3 quarters.
  • Enlightenment Research's Discover Financial Services position peaked at $467K in Q3 2021.
  • 982 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2021.

Based on Enlightenment Research's 13F filing for Q4 2021, filed 14 Feb 2022.