Lake Street Advisors Group’s Discover Financial Services DFS Stock Holding History

Lake Street Advisors Group’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 Q4	$681K	Sell	3,932 -105	-3%	-$17.2K	0.03%	277
2024 Q3	$566K	Buy	4,037 +4	+0.1%	+$538	0.03%	303
2024 Q2	$528K	Buy	4,033 +41	+1%	+$5.11K	0.03%	307
2024 Q1	$523K	Buy	3,992 +182	+5%	+$20.9K	0.02%	335
2023 Q4	$428K	Buy	+3,810	New	+$352K	0.02%	358
2021 Q3	–	Sell	-3,236	Closed	-$435K	–	279
2021 Q2	$435K	Buy	3,236 +5	+0.2%	+$565	0.03%	182
2021 Q1	$307K	Buy	3,231 +50	+2%	+$4.71K	0.03%	234
2020 Q4	$288K	Buy	+3,181	New	+$237K	0.02%	230
2018 Q2	–	Sell	-2,793	Closed	-$201K	–	339
2018 Q1	$201K	Buy	+2,793	New	+$216K	0.02%	293

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lake Street Advisors Group's DFS Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Discover Financial Services (DFS) stake by 2.6% in Q4 2024, selling an estimated $17.2K and leaving 3,932 shares worth $681K. The position accounts for 0.03% of the portfolio, ranked #277.

Lake Street Advisors Group first reported a position in DFS in Q1 2018 and has held it in 9 quarters since. 1,174 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

Lake Street Advisors Group held 3,932 shares of Discover Financial Services worth $681K as of Q4 2024.
Lake Street Advisors Group sold 105 Discover Financial Services shares in Q4 2024, an estimated $17.2K.
Discover Financial Services made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #277 holding.
Lake Street Advisors Group first reported a position in Discover Financial Services in Q1 2018 and has held it in 9 quarters since.
1,174 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.