KI
DFS

Kula Investments’s Discover Financial Services DFS Stock Holding History

Kula Investments’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 		$454K Buy
4,591
+473
+11% +$50.6K 0.11% 339
2022
Q4 		$403K Buy
+4,118
New +$414K 0.12% 285

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's DFS Position: Q1 2023 in Review

Kula Investments increased its Discover Financial Services (DFS) stake by 11% in Q1 2023, buying an estimated $50.6K and bringing the position to 4,591 shares worth $454K. The position accounts for 0.11% of the portfolio, ranked #339.

Kula Investments first reported a position in DFS in Q4 2022 and has held it in 2 quarters since. 954 funds tracked by Wall St. Rank hold DFS as of Q1 2023.

  • Kula Investments held 4,591 shares of Discover Financial Services worth $454K as of Q1 2023.
  • Kula Investments bought 473 Discover Financial Services shares in Q1 2023, an estimated $50.6K.
  • Discover Financial Services made up 0.11% of Kula Investments's portfolio in Q1 2023, its #339 holding.
  • Kula Investments first reported a position in Discover Financial Services in Q4 2022 and has held it in 2 quarters since.
  • 954 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.