Moody Aldrich Partners’s Discover Financial Services DFS Stock Holding History

Moody Aldrich Partners’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 Q3	–	Sell	-13,923	Closed	-$1.82M	–	201
2024 Q2	$1.82M	Hold	13,923	–	–	0.36%	100
2024 Q1	$1.83M	Hold	13,923	–	–	0.31%	104
2023 Q4	$1.56M	Hold	13,923	–	–	0.28%	105
2023 Q3	$1.21M	Hold	13,923	–	–	0.23%	108
2023 Q2	$1.63M	Hold	13,923	–	–	0.32%	102
2023 Q1	$1.38M	Hold	13,923	–	–	0.28%	106
2022 Q4	$1.36M	Buy	+13,923	New	+$1.4M	0.28%	106
2021 Q3	–	Sell	-14,480	Closed	-$1.71M	–	171
2021 Q2	$1.71M	Hold	14,480	–	–	0.24%	102
2021 Q1	$1.38M	Hold	14,480	–	–	0.2%	106
2020 Q4	$1.31M	Sell	14,480 -4,818	-25%	-$359K	0.21%	108
2020 Q3	$1.11M	Hold	19,298	–	–	0.23%	100
2020 Q2	$967K	Buy	+19,298	New	+$849K	0.21%	107
2020 Q1	–	Sell	-6,507	Closed	-$552K	–	142
2019 Q4	$552K	Buy	+6,507	New	+$537K	0.11%	112

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

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 $95.5B AUM 28.4% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Moody Aldrich Partners's DFS Position: Q3 2024 in Review

Moody Aldrich Partners sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 13,923 shares — an estimated $1.82M sold.

Moody Aldrich Partners first reported a position in DFS in Q4 2019 and held it in 13 quarters. The position peaked at $1.83M in Q1 2024. 1,059 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

Moody Aldrich Partners reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
Moody Aldrich Partners sold 13,923 Discover Financial Services shares in Q3 2024, an estimated $1.82M.
Moody Aldrich Partners first reported a position in Discover Financial Services in Q4 2019 and held it in 13 quarters.
Moody Aldrich Partners's Discover Financial Services position peaked at $1.83M in Q1 2024.
1,059 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Moody Aldrich Partners's 13F filing for Q3 2024, filed 22 Oct 2024.