IF
DFS

Insight Folios’s Discover Financial Services DFS Stock Holding History

Insight Folios’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 		$562K Sell
4,005
-114
-3% -$15.3K 0.2% 59
2024
Q2 		$539K Sell
4,119
-58
-1% -$7.23K 0.22% 56
2024
Q1 		$548K Sell
4,177
-643
-13% -$73.7K 0.22% 56
2023
Q4 		$542K Sell
4,820
-136
-3% -$12.6K 0.23% 52
2023
Q3 		$429K Sell
4,956
-574
-10% -$57K 0.21% 55
2023
Q2 		$646K Sell
5,530
-271
-5% -$28.4K 0.27% 38
2023
Q1 		$573K Sell
5,801
-162
-3% -$17.3K 0.25% 38
2022
Q4 		$583K Sell
5,963
-94
-2% -$9.46K 0.26% 38
2022
Q3 		$551K Buy
6,057
+111
+2% +$11.2K 0.28% 36
2022
Q2 		$562K Buy
5,946
+69
+1% +$7.38K 0.27% 37
2022
Q1 		$648K Sell
5,877
-367
-6% -$43.1K 0.29% 40
2021
Q4 		$722K Sell
6,244
-2,220
-26% -$263K 0.34% 41
2021
Q3 		$1.04M Sell
8,464
-50,233
-86% -$6.3M 0.57% 33
2021
Q2 		$6.94M Sell
58,697
-2,483
-4% -$281K 4.08% 3
2021
Q1 		$5.81M Sell
61,180
-3,093
-5% -$292K 3.98% 5
2020
Q4 		$5.82M Buy
64,273
+1,097
+2% +$81.8K 4.32% 2
2020
Q3 		$3.65M Buy
63,176
+9,887
+19% +$518K 3.38% 8
2020
Q2 		$2.67M Buy
+53,289
New +$2.34M 2.56% 30

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 $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Insight Folios's DFS Position: Q3 2024 in Review

Insight Folios reduced its Discover Financial Services (DFS) stake by 2.8% in Q3 2024, selling an estimated $15.3K and leaving 4,005 shares worth $562K. The position accounts for 0.2% of the portfolio, ranked #59.

Insight Folios first reported a position in DFS in Q2 2020 and has held it in 18 quarters since. The position peaked at $6.94M in Q2 2021. 1,058 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

  • Insight Folios held 4,005 shares of Discover Financial Services worth $562K as of Q3 2024.
  • Insight Folios sold 114 Discover Financial Services shares in Q3 2024, an estimated $15.3K.
  • Discover Financial Services made up 0.2% of Insight Folios's portfolio in Q3 2024, its #59 holding.
  • Insight Folios first reported a position in Discover Financial Services in Q2 2020 and has held it in 18 quarters since.
  • Insight Folios's Discover Financial Services position peaked at $6.94M in Q2 2021.
  • 1,058 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.