Kelly Financial Services’s Discover Financial Services DFS Stock Holding History

Kelly Financial Services’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	-591	Closed	-$77.4K	–	255
2024 Q2	$77.4K	Buy	591 +177	+43%	+$22.1K	0.03%	184
2024 Q1	$54.2K	Sell	414 -39	-9%	-$4.47K	0.02%	210
2023 Q4	$51K	Buy	453 +154	+52%	+$14.2K	0.02%	201
2023 Q3	$25.9K	Sell	299 -42	-12%	-$4.17K	0.01%	253
2023 Q2	$39.8K	Buy	341 +217	+175%	+$22.7K	0.02%	214
2023 Q1	$12.3K	Buy	124 +86	+226%	+$9.21K	0.01%	327
2022 Q4	$3.72K	Hold	38	–	–	﹤0.01%	443
2022 Q3	$3.46K	Hold	38	–	–	﹤0.01%	442
2022 Q2	$3.59K	Hold	38	–	–	﹤0.01%	440
2022 Q1	$4.19K	Hold	38	–	–	﹤0.01%	453
2021 Q4	$4.39K	Hold	38	–	–	﹤0.01%	462
2021 Q3	$4.67K	Sell	38 -4,457	-99%	-$559K	﹤0.01%	425
2021 Q2	$38K	Buy	4,495 +4,457	+11,729%	+$504K	﹤0.01%	485
2021 Q1	$3.61K	Hold	38	–	–	﹤0.01%	448
2020 Q4	$3.44K	Hold	38	–	–	﹤0.01%	415
2020 Q3	$2.2K	Hold	38	–	–	﹤0.01%	425
2020 Q2	$1.9K	Hold	38	–	–	﹤0.01%	436
2020 Q1	$1.35K	Hold	38	–	–	﹤0.01%	425
2019 Q4	$3.22K	Hold	38	–	–	﹤0.01%	357
2019 Q3	$3.08K	Sell	38 -95	-71%	-$7.84K	﹤0.01%	349
2019 Q2	$10.3K	Hold	133	–	–	0.01%	222
2019 Q1	$9.46K	Buy	+133	New	+$9.11K	0.01%	228

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

Kelly Financial Services's DFS Position: Q3 2024 in Review

Kelly Financial Services sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 591 shares — an estimated $77.4K sold.

Kelly Financial Services first reported a position in DFS in Q1 2019 and held it in 22 quarters. The position peaked at $77.4K in Q2 2024. 1,058 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

Kelly Financial Services reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 591 Discover Financial Services shares in Q3 2024, an estimated $77.4K.
Kelly Financial Services first reported a position in Discover Financial Services in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Discover Financial Services position peaked at $77.4K in Q2 2024.
1,058 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.