Lee Financial’s Discover Financial Services DFS Stock Holding History

Lee Financial’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 Q4	–	Sell	-45	Closed	-$3.9K	–	873
2023 Q3	$3.9K	Hold	45	–	–	﹤0.01%	558
2023 Q2	$5.26K	Sell	45 -127	-74%	-$13.3K	﹤0.01%	501
2023 Q1	$17K	Buy	172 +123	+251%	+$13.2K	﹤0.01%	333
2022 Q4	$4.79K	Buy	49 +17	+53%	+$1.71K	﹤0.01%	554
2022 Q3	$3K	Buy	+32	New	+$3.24K	﹤0.01%	613
2022 Q2	–	Sell	-31	Closed	-$3K	–	882
2022 Q1	$3K	Sell	31 -26	-46%	-$3.06K	﹤0.01%	567
2021 Q4	$6K	Buy	57 +5	+10%	+$591	﹤0.01%	571
2021 Q3	$6K	Buy	52 +31	+148%	+$3.89K	﹤0.01%	476
2021 Q2	$2K	Buy	+21	New	+$2.37K	﹤0.01%	557
2020 Q4	–	Sell	-34	Closed	-$2K	–	486
2020 Q3	$2K	Buy	+34	New	+$1.78K	﹤0.01%	504
2017 Q3	–	Sell	-44	Closed	-$3K	–	488
2017 Q2	$3K	Buy	+44	New	+$2.73K	﹤0.01%	433

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lee Financial's DFS Position: Q4 2023 in Review

Lee Financial sold out of Discover Financial Services (DFS) in Q4 2023, closing a stake of 45 shares — an estimated $3.9K sold.

Lee Financial first reported a position in DFS in Q2 2017 and held it in 11 quarters. The position peaked at $17K in Q1 2023. 976 funds tracked by Wall St. Rank hold DFS as of Q4 2023.

Lee Financial reported no remaining Discover Financial Services position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 45 Discover Financial Services shares in Q4 2023, an estimated $3.9K.
Lee Financial first reported a position in Discover Financial Services in Q2 2017 and held it in 11 quarters.
Lee Financial's Discover Financial Services position peaked at $17K in Q1 2023.
976 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.