EWG Elevate’s Discover Financial Services DFS Stock Holding History

EWG Elevate’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 Q1	–	Sell	-128	Closed	-$12.5K	–	223
2022 Q4	$12.5K	Buy	+128	New	+$12.9K	0.01%	352

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EWG Elevate's DFS Position: Q1 2023 in Review

EWG Elevate sold out of Discover Financial Services (DFS) in Q1 2023, closing a stake of 128 shares — an estimated $12.5K sold.

EWG Elevate first reported a position in DFS in Q4 2022 and held it in 1 quarter. The position peaked at $12.5K in Q4 2022. 955 funds tracked by Wall St. Rank hold DFS as of Q1 2023.

EWG Elevate reported no remaining Discover Financial Services position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 128 Discover Financial Services shares in Q1 2023, an estimated $12.5K.
EWG Elevate first reported a position in Discover Financial Services in Q4 2022 and held it in 1 quarter.
EWG Elevate's Discover Financial Services position peaked at $12.5K in Q4 2022.
955 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.