EA
DFS

Evolution Advisers’s Discover Financial Services DFS Stock Holding History

Evolution Advisers’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
Q4 		– Sell
-10
Closed -$1K – 162
2024
Q3 		$1K Hold
10
– – ﹤0.01% 157
2024
Q2 		$1K Buy
+10
New +$1.25K ﹤0.01% 149

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evolution Advisers's DFS Position: Q4 2024 in Review

Evolution Advisers sold out of Discover Financial Services (DFS) in Q4 2024, closing a stake of 10 shares — an estimated $1K sold.

Evolution Advisers first reported a position in DFS in Q2 2024 and held it in 2 quarters. The position peaked at $1K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

  • Evolution Advisers reported no remaining Discover Financial Services position as of Q4 2024 after selling out during the quarter.
  • Evolution Advisers sold 10 Discover Financial Services shares in Q4 2024, an estimated $1K.
  • Evolution Advisers first reported a position in Discover Financial Services in Q2 2024 and held it in 2 quarters.
  • Evolution Advisers's Discover Financial Services position peaked at $1K in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Evolution Advisers's 13F filing for Q4 2024, filed 29 Jan 2025.