EVM
DFS

Evelyn V. Moreno’s Discover Financial Services DFS Stock Holding History

Evelyn V. Moreno’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
2023
Q4 		$224K Buy
+1,991
New +$184K 0.11% 130
2023
Q3 		– Sell
-1,991
Closed -$233K – 142
2023
Q2 		$233K Buy
+1,991
New +$209K 0.05% 111
2022
Q2 		– Sell
-1,991
Closed -$219K – 159
2022
Q1 		$219K Buy
+1,991
New +$234K 0.04% 102

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evelyn V. Moreno's DFS Position: Q4 2023 in Review

Evelyn V. Moreno opened a new position in Discover Financial Services (DFS) in Q4 2023: 1,991 shares worth $224K. The stake represents 0.11% of the portfolio and ranks #130 among its holdings. This is a return to the name: Evelyn V. Moreno previously reported a position in DFS as recently as Q2 2023.

Evelyn V. Moreno first reported a position in DFS in Q1 2022 and has held it in 3 quarters since. The position peaked at $233K in Q2 2023. 976 funds tracked by Wall St. Rank hold DFS as of Q4 2023.

  • Evelyn V. Moreno held 1,991 shares of Discover Financial Services worth $224K as of Q4 2023.
  • Discover Financial Services was a new Evelyn V. Moreno position in Q4 2023.
  • Discover Financial Services made up 0.11% of Evelyn V. Moreno's portfolio in Q4 2023, its #130 holding.
  • Evelyn V. Moreno first reported a position in Discover Financial Services in Q1 2022 and has held it in 3 quarters since.
  • Evelyn V. Moreno's Discover Financial Services position peaked at $233K in Q2 2023.
  • 976 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.