Garda Capital Partners’s Discover Financial Services DFS Stock Holding History

Garda Capital Partners’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 Q3	–	Sell	-13,800	Closed	-$1.81M	–	533
2024 Q2	$1.81M	Sell	13,800 -18,000	-57%	-$2.24M	0.06%	270
2024 Q1	$4.17M	Buy	31,800 +9,300	+41%	+$1.07M	0.18%	155
2023 Q4	$2.53M	Hold	22,500	–	–	0.22%	108
2023 Q3	$1.95M	Hold	22,500	–	–	0.09%	225
2023 Q2	$2.63M	Hold	22,500	–	–	0.15%	153
2023 Q1	$2.22M	Buy	22,500 +4,500	+25%	+$482K	0.11%	148
2022 Q4	$1.76M	Buy	+18,000	New	+$1.81M	0.1%	234

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Garda Capital Partners's DFS Position: Q1 2024 in Review

Garda Capital Partners sold out of Discover Financial Services (DFS) in Q1 2024, closing a stake of 6,433 shares — an estimated $737K sold.

Garda Capital Partners first reported a position in DFS in Q4 2022 and held it in 4 quarters. The position peaked at $1.82M in Q3 2023. 1,036 funds tracked by Wall St. Rank hold DFS as of Q1 2024.

Garda Capital Partners reported no remaining Discover Financial Services position as of Q1 2024 after selling out during the quarter.
Garda Capital Partners sold 6,433 Discover Financial Services shares in Q1 2024, an estimated $737K.
Garda Capital Partners first reported a position in Discover Financial Services in Q4 2022 and held it in 4 quarters.
Garda Capital Partners's Discover Financial Services position peaked at $1.82M in Q3 2023.
1,036 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2024.

Based on Garda Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.