KB Financial Partners’s Discover Financial Services DFS Stock Holding History

KB Financial 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
2023 Q3	$78K	Buy	903 +194	+27%	+$19.3K	0.02%	215
2023 Q2	$83K	Sell	709 -1,851	-72%	-$194K	0.02%	218
2023 Q1	$253K	Sell	2,560 -472	-16%	-$50.5K	0.07%	153
2022 Q4	$297K	Buy	3,032 +245	+9%	+$24.7K	0.1%	136
2022 Q3	$253K	Buy	2,787 +437	+19%	+$44.2K	0.09%	144
2022 Q2	$222K	Buy	2,350 +1,287	+121%	+$138K	0.08%	148
2022 Q1	$117K	Sell	1,063 -164	-13%	-$19.3K	0.03%	216
2021 Q4	$142K	Sell	1,227 -2,832	-70%	-$335K	0.04%	214
2021 Q3	$499K	Sell	4,059 -251	-6%	-$31.5K	0.18%	62
2021 Q2	$510K	Sell	4,310 -690	-14%	-$78K	0.19%	52
2021 Q1	$475K	Buy	+5,000	New	+$472K	0.2%	45

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

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

Norges Bank Oslo, Norway $935B AUM

KB Financial Partners's DFS Position: Q3 2023 in Review

KB Financial Partners increased its Discover Financial Services (DFS) stake by 27% in Q3 2023, buying an estimated $19.3K and bringing the position to 903 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #215.

KB Financial Partners first reported a position in DFS in Q1 2021 and has held it in 11 quarters since. The position peaked at $510K in Q2 2021. 905 funds tracked by Wall St. Rank hold DFS as of Q3 2023.

KB Financial Partners held 903 shares of Discover Financial Services worth $78K as of Q3 2023.
KB Financial Partners bought 194 Discover Financial Services shares in Q3 2023, an estimated $19.3K.
Discover Financial Services made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #215 holding.
KB Financial Partners first reported a position in Discover Financial Services in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Discover Financial Services position peaked at $510K in Q2 2021.
905 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.