Macroview Investment Management’s Discover Financial Services DFS Stock Holding History

Macroview Investment Management’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	–	Sell	-468	Closed	-$65.7K	–	204
2024 Q3	$65.7K	Hold	468	–	–	0.06%	123
2024 Q2	$61.2K	Hold	468	–	–	0.06%	122
2024 Q1	$61.4K	Hold	468	–	–	0.07%	130
2023 Q4	$52.6K	Hold	468	–	–	0.06%	131
2023 Q3	$40.5K	Buy	+468	New	+$46.5K	0.05%	120
2023 Q1	–	Sell	-119	Closed	-$11.6K	–	470
2022 Q4	$11.6K	Buy	+119	New	+$12K	0.02%	187
2022 Q3	–	Sell	-134	Closed	-$13K	–	430
2022 Q2	$13K	Buy	+134	New	+$14.3K	0.02%	171
2015 Q1	–	Sell	-21	Closed	-$1K	–	158
2014 Q4	$1K	Hold	21	–	–	﹤0.01%	156
2014 Q3	$1K	Buy	+21	New	+$1.32K	﹤0.01%	164

Other funds holding DFS

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Macroview Investment Management's DFS Position: Q4 2024 in Review

Macroview Investment Management sold out of Discover Financial Services (DFS) in Q4 2024, closing a stake of 468 shares — an estimated $65.7K sold.

Macroview Investment Management first reported a position in DFS in Q3 2014 and held it in 9 quarters. The position peaked at $65.7K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

Macroview Investment Management reported no remaining Discover Financial Services position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 468 Discover Financial Services shares in Q4 2024, an estimated $65.7K.
Macroview Investment Management first reported a position in Discover Financial Services in Q3 2014 and held it in 9 quarters.
Macroview Investment Management's Discover Financial Services position peaked at $65.7K in Q3 2024.
1,175 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.