Princeton Global Asset Management’s Discover Financial Services DFS Stock Holding History

Princeton Global Asset 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
2025 Q1	–	Sell	-65	Closed	-$11.3K	–	618
2024 Q4	$11.3K	Hold	65	–	–	﹤0.01%	482
2024 Q3	$9.12K	Hold	65	–	–	﹤0.01%	505
2024 Q2	$8.5K	Buy	+65	New	+$8.1K	﹤0.01%	476
2020 Q1	–	Sell	-181	Closed	-$15	–	500
2019 Q4	$15	Buy	+181	New	+$14.9K	0.01%	372
2019 Q2	–	Sell	-40	Closed	-$2K	–	383
2019 Q1	$2K	Buy	+40	New	+$2.74K	﹤0.01%	332

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

Norges Bank Oslo, Norway $935B AUM

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

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

Princeton Global Asset Management's DFS Position: Q1 2025 in Review

Princeton Global Asset Management sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 65 shares — an estimated $11.3K sold.

Princeton Global Asset Management first reported a position in DFS in Q1 2019 and held it in 5 quarters. The position peaked at $11.3K in Q4 2024. 1,177 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

Princeton Global Asset Management reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
Princeton Global Asset Management sold 65 Discover Financial Services shares in Q1 2025, an estimated $11.3K.
Princeton Global Asset Management first reported a position in Discover Financial Services in Q1 2019 and held it in 5 quarters.
Princeton Global Asset Management's Discover Financial Services position peaked at $11.3K in Q4 2024.
1,177 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Princeton Global Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.