NC
DFS

NinePointTwo Capital’s Discover Financial Services DFS Stock Holding History

NinePointTwo Capital’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 		$250K Buy
+2,233
New +$206K 0.1% 184

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

NinePointTwo Capital's DFS Position: Q4 2023 in Review

NinePointTwo Capital opened a new position in Discover Financial Services (DFS) in Q4 2023: 2,233 shares worth $250K. The stake represents 0.1% of the portfolio and ranks #184 among its holdings.

976 funds tracked by Wall St. Rank hold DFS as of Q4 2023.

  • NinePointTwo Capital held 2,233 shares of Discover Financial Services worth $250K as of Q4 2023.
  • Discover Financial Services was a new NinePointTwo Capital position in Q4 2023.
  • Discover Financial Services made up 0.1% of NinePointTwo Capital's portfolio in Q4 2023, its #184 holding.
  • 976 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2023.

Based on NinePointTwo Capital's 13F filing for Q4 2023, filed 14 Feb 2024.