GSEP
DFS

Golden State Equity Partners’s Discover Financial Services DFS Stock Holding History

Golden State Equity 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
2022
Q1 		$1.15M Buy
+10,391
New +$1.22M 0.58% 51
2021
Q1 		– Sell
-2,630
Closed -$238K – 180
2020
Q4 		$238K Buy
+2,630
New +$196K 0.16% 144

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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Golden State Equity Partners's DFS Position: Q1 2022 in Review

Golden State Equity Partners opened a new position in Discover Financial Services (DFS) in Q1 2022: 10,391 shares worth $1.15M. The stake represents 0.58% of the portfolio and ranks #51 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in DFS as recently as Q4 2020.

Golden State Equity Partners first reported a position in DFS in Q4 2020 and has held it in 2 quarters since. 951 funds tracked by Wall St. Rank hold DFS as of Q1 2022.

  • Golden State Equity Partners held 10,391 shares of Discover Financial Services worth $1.15M as of Q1 2022.
  • Discover Financial Services was a new Golden State Equity Partners position in Q1 2022.
  • Discover Financial Services made up 0.58% of Golden State Equity Partners's portfolio in Q1 2022, its #51 holding.
  • Golden State Equity Partners first reported a position in Discover Financial Services in Q4 2020 and has held it in 2 quarters since.
  • 951 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2022.

Based on Golden State Equity Partners's 13F filing for Q1 2022, filed 16 May 2022.