IP
DFS

Intellectus Partners’s Discover Financial Services DFS Stock Holding History

Intellectus 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
2019
Q2 		– Sell
-76
Closed -$5K – 231
2019
Q1 		$5K Hold
76
– – ﹤0.01% 393
2018
Q4 		$4K Hold
76
– – ﹤0.01% 240
2018
Q3 		$6K Hold
76
– – ﹤0.01% 515
2018
Q2 		$5K Hold
76
– – ﹤0.01% 529
2018
Q1 		$5K Hold
76
– – ﹤0.01% 535
2017
Q4 		$6K Hold
76
– – ﹤0.01% 523
2017
Q3 		$5K Hold
76
– – ﹤0.01% 684
2017
Q2 		$5K Hold
76
– – ﹤0.01% 660
2017
Q1 		$5K Hold
76
– – ﹤0.01% 593
2016
Q4 		$5K Buy
+76
New +$4.83K ﹤0.01% 590

Other funds holding DFS

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return