KA
DFS

Kaizen Advisory’s Discover Financial Services DFS Stock Holding History

Kaizen Advisory’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
2018
Q4 		$52K Buy
890
+21
+2% +$1.45K 0.04% 320
2018
Q3 		$66K Hold
869
– – 0.03% 290
2018
Q2 		$61K Buy
869
+524
+152% +$38.4K 0.03% 294
2018
Q1 		$25K Hold
345
– – 0.02% 291
2017
Q4 		$27K Buy
+345
New +$23.7K 0.02% 270

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kaizen Advisory's DFS Position: Q4 2018 in Review

Kaizen Advisory increased its Discover Financial Services (DFS) stake by 2.4% in Q4 2018, buying an estimated $1.45K and bringing the position to 890 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #320.

Kaizen Advisory first reported a position in DFS in Q4 2017 and has held it in 5 quarters since. The position peaked at $66K in Q3 2018. 837 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

  • Kaizen Advisory held 890 shares of Discover Financial Services worth $52K as of Q4 2018.
  • Kaizen Advisory bought 21 Discover Financial Services shares in Q4 2018, an estimated $1.45K.
  • Discover Financial Services made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #320 holding.
  • Kaizen Advisory first reported a position in Discover Financial Services in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Discover Financial Services position peaked at $66K in Q3 2018.
  • 837 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.