Prudent Man Advisors’s Discover Financial Services DFS Stock Holding History

Prudent Man Advisors’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 Q1	–	Sell	-5,325	Closed	-$521K	–	206
2022 Q4	$521K	Buy	5,325 +102	+2%	+$10.3K	0.21%	114
2022 Q3	$475K	Sell	5,223 -2	-0%	-$202	0.23%	93
2022 Q2	$494K	Buy	+5,225	New	+$559K	0.23%	92

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudent Man Advisors's DFS Position: Q1 2023 in Review

Prudent Man Advisors sold out of Discover Financial Services (DFS) in Q1 2023, closing a stake of 5,325 shares — an estimated $521K sold.

Prudent Man Advisors first reported a position in DFS in Q2 2022 and held it in 3 quarters. The position peaked at $521K in Q4 2022. 954 funds tracked by Wall St. Rank hold DFS as of Q1 2023.

Prudent Man Advisors reported no remaining Discover Financial Services position as of Q1 2023 after selling out during the quarter.
Prudent Man Advisors sold 5,325 Discover Financial Services shares in Q1 2023, an estimated $521K.
Prudent Man Advisors first reported a position in Discover Financial Services in Q2 2022 and held it in 3 quarters.
Prudent Man Advisors's Discover Financial Services position peaked at $521K in Q4 2022.
954 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2023.

Based on Prudent Man Advisors's 13F filing for Q1 2023, filed 5 May 2023.