FIM
DFS

Freedom Investment Management’s Discover Financial Services DFS Stock Holding History

Freedom Investment 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
2023
Q3 		– Sell
-3,961
Closed -$463K – 699
2023
Q2 		$463K Sell
3,961
-739
-16% -$77.4K 0.05% 412
2023
Q1 		$465K Sell
4,700
-1,622
-26% -$174K 0.05% 424
2022
Q4 		$619K Sell
6,322
-385
-6% -$38.7K 0.07% 346
2022
Q3 		$610K Sell
6,707
-281
-4% -$28.4K 0.07% 354
2022
Q2 		$661K Buy
6,988
+1,379
+25% +$148K 0.07% 355
2022
Q1 		$618K Buy
5,609
+1,850
+49% +$217K 0.06% 419
2021
Q4 		$434K Sell
3,759
-156
-4% -$18.5K 0.03% 570
2021
Q3 		$481K Buy
+3,915
New +$491K 0.04% 514
2020
Q1 		– Sell
-2,554
Closed -$217K – 678
2019
Q4 		$217K Sell
2,554
-182
-7% -$15K 0.02% 602
2019
Q3 		$222K Buy
+2,736
New +$226K 0.02% 603
2019
Q1 		– Sell
-3,850
Closed -$227K – 706
2018
Q4 		$227K Buy
+3,850
New +$266K 0.02% 660
2018
Q3 		– Sell
-5,731
Closed -$404K – 920
2018
Q2 		$404K Buy
+5,731
New +$420K 0.02% 648

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Freedom Investment Management's DFS Position: Q3 2023 in Review

Freedom Investment Management sold out of Discover Financial Services (DFS) in Q3 2023, closing a stake of 3,961 shares — an estimated $463K sold.

Freedom Investment Management first reported a position in DFS in Q2 2018 and held it in 12 quarters. The position peaked at $661K in Q2 2022. 906 funds tracked by Wall St. Rank hold DFS as of Q3 2023.

  • Freedom Investment Management reported no remaining Discover Financial Services position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 3,961 Discover Financial Services shares in Q3 2023, an estimated $463K.
  • Freedom Investment Management first reported a position in Discover Financial Services in Q2 2018 and held it in 12 quarters.
  • Freedom Investment Management's Discover Financial Services position peaked at $661K in Q2 2022.
  • 906 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.