KWILP
DFS

Kiwi Wealth Investments Limited Partnership’s Discover Financial Services DFS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q1 		– Sell
-51,298
Closed -$5.02M – 184
2022
Q4 		$5.02M Buy
+51,298
New +$5.16M 0.33% 76

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's DFS Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Discover Financial Services (DFS) in Q1 2023, closing a stake of 51,298 shares — an estimated $5.02M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in DFS in Q4 2022 and held it in 1 quarter. The position peaked at $5.02M in Q4 2022. 955 funds tracked by Wall St. Rank hold DFS as of Q1 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Discover Financial Services position as of Q1 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 51,298 Discover Financial Services shares in Q1 2023, an estimated $5.02M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Discover Financial Services in Q4 2022 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's Discover Financial Services position peaked at $5.02M in Q4 2022.
  • 955 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.