GC
DFS

Gilbert & Cook’s Discover Financial Services DFS Stock Holding History

Gilbert & Cook’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
2021
Q4 		– Sell
-2,530
Closed -$311K – 211
2021
Q3 		$311K Buy
+2,530
New +$317K 0.06% 159

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gilbert & Cook's DFS Position: Q4 2021 in Review

Gilbert & Cook sold out of Discover Financial Services (DFS) in Q4 2021, closing a stake of 2,530 shares — an estimated $311K sold.

Gilbert & Cook first reported a position in DFS in Q3 2021 and held it in 1 quarter. The position peaked at $311K in Q3 2021. 983 funds tracked by Wall St. Rank hold DFS as of Q4 2021.

  • Gilbert & Cook reported no remaining Discover Financial Services position as of Q4 2021 after selling out during the quarter.
  • Gilbert & Cook sold 2,530 Discover Financial Services shares in Q4 2021, an estimated $311K.
  • Gilbert & Cook first reported a position in Discover Financial Services in Q3 2021 and held it in 1 quarter.
  • Gilbert & Cook's Discover Financial Services position peaked at $311K in Q3 2021.
  • 983 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2021.

Based on Gilbert & Cook's 13F filing for Q4 2021, filed 19 Jan 2022.