MFS
DFS

Mirabella Financial Services’s Discover Financial Services DFS Stock Holding History

Mirabella Financial Services’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
-2,634
Closed -$308K – 436
2023
Q2 		$308K Buy
+2,634
New +$276K 0.03% 361
2023
Q1 		– Sell
-2,563
Closed -$251K – 437
2022
Q4 		$251K Buy
+2,563
New +$258K 0.02% 288
2022
Q2 		– Sell
-27,988
Closed -$3.17M – 522
2022
Q1 		$3.17M Buy
+27,988
New +$3.29M 0.35% 46
2020
Q2 		– Sell
-250
Closed -$18K – 180
2020
Q1 		$18K Buy
+250
New +$16.6K 0.01% 78

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mirabella Financial Services's DFS Position: Q3 2023 in Review

Mirabella Financial Services sold out of Discover Financial Services (DFS) in Q3 2023, closing a stake of 2,634 shares — an estimated $308K sold.

Mirabella Financial Services first reported a position in DFS in Q1 2020 and held it in 4 quarters. The position peaked at $3.17M in Q1 2022. 905 funds tracked by Wall St. Rank hold DFS as of Q3 2023.

  • Mirabella Financial Services reported no remaining Discover Financial Services position as of Q3 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 2,634 Discover Financial Services shares in Q3 2023, an estimated $308K.
  • Mirabella Financial Services first reported a position in Discover Financial Services in Q1 2020 and held it in 4 quarters.
  • Mirabella Financial Services's Discover Financial Services position peaked at $3.17M in Q1 2022.
  • 905 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.