Jackson Hole Capital Partners’s Discover Financial Services DFS Stock Holding History

Jackson Hole Capital 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
2024 Q3	–	Sell	-3,452	Closed	-$452K	–	276
2024 Q2	$452K	Hold	3,452	–	–	0.1%	141
2024 Q1	$453K	Hold	3,452	–	–	0.1%	141
2023 Q4	$388K	Hold	3,452	–	–	0.1%	148
2023 Q3	$299K	Buy	+3,452	New	+$343K	0.09%	158

Other funds holding DFS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Hole Capital Partners's DFS Position: Q3 2024 in Review

Jackson Hole Capital Partners sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 3,452 shares — an estimated $452K sold.

Jackson Hole Capital Partners first reported a position in DFS in Q3 2023 and held it in 4 quarters. The position peaked at $453K in Q1 2024. 1,059 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

Jackson Hole Capital Partners reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
Jackson Hole Capital Partners sold 3,452 Discover Financial Services shares in Q3 2024, an estimated $452K.
Jackson Hole Capital Partners first reported a position in Discover Financial Services in Q3 2023 and held it in 4 quarters.
Jackson Hole Capital Partners's Discover Financial Services position peaked at $453K in Q1 2024.
1,059 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Jackson Hole Capital Partners's 13F filing for Q3 2024, filed 30 Oct 2024.