KIA
DFS

KLR Investment Advisors’s Discover Financial Services DFS Stock Holding History

KLR Investment Advisors’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
Q1 		$461K Buy
3,643
+173
+5% +$19.8K 0.33% 80
2023
Q4 		$390K Buy
3,470
+342
+11% +$31.6K 0.28% 108
2023
Q3 		$309K Sell
3,128
-303
-9% -$30.1K 0.28% 115
2023
Q2 		$401K Buy
3,431
+122
+4% +$12.8K 0.33% 99
2023
Q1 		$327K Sell
3,309
-813
-20% -$87K 0.29% 113
2022
Q4 		$403K Buy
+4,122
New +$415K 0.33% 87

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KLR Investment Advisors's DFS Position: Q1 2024 in Review

KLR Investment Advisors increased its Discover Financial Services (DFS) stake by 5% in Q1 2024, buying an estimated $19.8K and bringing the position to 3,643 shares worth $461K. The position accounts for 0.33% of the portfolio, ranked #80.

KLR Investment Advisors first reported a position in DFS in Q4 2022 and has held it in 6 quarters since. 1,036 funds tracked by Wall St. Rank hold DFS as of Q1 2024.

  • KLR Investment Advisors held 3,643 shares of Discover Financial Services worth $461K as of Q1 2024.
  • KLR Investment Advisors bought 173 Discover Financial Services shares in Q1 2024, an estimated $19.8K.
  • Discover Financial Services made up 0.33% of KLR Investment Advisors's portfolio in Q1 2024, its #80 holding.
  • KLR Investment Advisors first reported a position in Discover Financial Services in Q4 2022 and has held it in 6 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.