InterOcean Capital Group’s Discover Financial Services DFS Stock Holding History

InterOcean Capital Group’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 Q1	$205K	Buy	+1,566	New	+$179K	﹤0.01%	454

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

InterOcean Capital Group's DFS Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in Discover Financial Services (DFS) in Q1 2024: 1,566 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings.

1,035 funds tracked by Wall St. Rank hold DFS as of Q1 2024.

InterOcean Capital Group held 1,566 shares of Discover Financial Services worth $205K as of Q1 2024.
Discover Financial Services was a new InterOcean Capital Group position in Q1 2024.
Discover Financial Services made up ﹤0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #454 holding.
1,035 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.