Jaffetilchin Investment Partners’s Discover Financial Services DFS Stock Holding History

Jaffetilchin Investment 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 Q4	–	Sell	-46	Closed	-$6.46K	–	582
2024 Q3	$6.46K	Buy	+46	New	+$6.19K	﹤0.01%	988
2019 Q4	–	Sell	-3,296	Closed	-$267K	–	230
2019 Q3	$267K	Sell	3,296 -858	-21%	-$70.8K	0.06%	183
2019 Q2	$322K	Buy	+4,154	New	+$322K	0.08%	184
2017 Q2	–	Sell	-3,230	Closed	-$221K	–	234
2017 Q1	$221K	Buy	3,230 +24	+0.7%	+$1.69K	0.06%	231
2016 Q4	$231K	Buy	+3,206	New	+$204K	0.07%	212
2014 Q4	–	Sell	-3,302	Closed	-$213K	–	201
2014 Q3	$213K	Hold	3,302	–	–	0.08%	186
2014 Q2	$205K	Buy	+3,302	New	+$193K	0.07%	191

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jaffetilchin Investment Partners's DFS Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Discover Financial Services (DFS) in Q4 2024, closing a stake of 46 shares — an estimated $6.46K sold.

Jaffetilchin Investment Partners first reported a position in DFS in Q2 2014 and held it in 7 quarters. The position peaked at $322K in Q2 2019. 1,174 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Discover Financial Services position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 46 Discover Financial Services shares in Q4 2024, an estimated $6.46K.
Jaffetilchin Investment Partners first reported a position in Discover Financial Services in Q2 2014 and held it in 7 quarters.
Jaffetilchin Investment Partners's Discover Financial Services position peaked at $322K in Q2 2019.
1,174 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.