Laffer Tengler Investments’s Discover Financial Services DFS Stock Holding History

Laffer Tengler 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 Q3	–	Sell	-1,920	Closed	-$224K	–	339
2023 Q2	$224K	Sell	1,920 -3,698	-66%	-$387K	0.06%	188
2023 Q1	$555K	Buy	5,618 +51	+0.9%	+$5.46K	0.15%	134
2022 Q4	$545K	Buy	5,567 +2,024	+57%	+$204K	0.16%	136
2022 Q3	$322K	Hold	3,543	–	–	0.12%	147
2022 Q2	$335K	Hold	3,543	–	–	0.12%	148
2022 Q1	$390K	Hold	3,543	–	–	0.12%	150
2021 Q4	$409K	Buy	3,543 +322	+10%	+$38.1K	0.12%	146
2021 Q3	$396K	Buy	3,221 +483	+18%	+$60.5K	0.11%	151
2021 Q2	$324K	Buy	2,738 +1,932	+240%	+$218K	0.12%	127
2021 Q1	$76.6K	Buy	806 +161	+25%	+$15.2K	0.03%	249
2020 Q4	$57.6K	Buy	+645	New	+$48.1K	0.02%	247
2013 Q3	–	Sell	-29,900	Closed	-$1.42M	–	265
2013 Q2	$1.42M	Buy	+29,900	New	+$1.37M	0.28%	140

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Laffer Tengler Investments's DFS Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Discover Financial Services (DFS) in Q3 2023, closing a stake of 1,920 shares — an estimated $224K sold.

Laffer Tengler Investments first reported a position in DFS in Q2 2013 and held it in 12 quarters. The position peaked at $1.42M in Q2 2013. 906 funds tracked by Wall St. Rank hold DFS as of Q3 2023.

Laffer Tengler Investments reported no remaining Discover Financial Services position as of Q3 2023 after selling out during the quarter.
Laffer Tengler Investments sold 1,920 Discover Financial Services shares in Q3 2023, an estimated $224K.
Laffer Tengler Investments first reported a position in Discover Financial Services in Q2 2013 and held it in 12 quarters.
Laffer Tengler Investments's Discover Financial Services position peaked at $1.42M in Q2 2013.
906 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.