JCM
DFS

Junto Capital Management’s Discover Financial Services DFS Stock Holding History

Junto Capital Management’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
2022
Q4 		– Sell
-547,427
Closed -$49.8M – 92
2022
Q3 		$49.8M Buy
547,427
+35,355
+7% +$3.58M 1.38% 32
2022
Q2 		$48.4M Buy
+512,072
New +$54.8M 1.44% 31
2020
Q4 		– Sell
-313,184
Closed -$18.1M – 65
2020
Q3 		$18.1M Sell
313,184
-527,883
-63% -$27.6M 0.66% 46
2020
Q2 		$42.1M Buy
+841,067
New +$37M 1.8% 28

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Junto Capital Management's DFS Position: Q4 2022 in Review

Junto Capital Management sold out of Discover Financial Services (DFS) in Q4 2022, closing a stake of 547,427 shares — an estimated $49.8M sold.

Junto Capital Management first reported a position in DFS in Q2 2020 and held it in 4 quarters. The position peaked at $49.8M in Q3 2022. 977 funds tracked by Wall St. Rank hold DFS as of Q4 2022.

  • Junto Capital Management reported no remaining Discover Financial Services position as of Q4 2022 after selling out during the quarter.
  • Junto Capital Management sold 547,427 Discover Financial Services shares in Q4 2022, an estimated $49.8M.
  • Junto Capital Management first reported a position in Discover Financial Services in Q2 2020 and held it in 4 quarters.
  • Junto Capital Management's Discover Financial Services position peaked at $49.8M in Q3 2022.
  • 977 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2022.

Based on Junto Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.