RS
DFS

Ricky Sandler’s Discover Financial Services DFS Stock Holding History

Ricky Sandler’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
Q2 		– Sell
-917,048
Closed -$120M – 62
2024
Q1 		$120M Sell
917,048
-64,507
-7% -$7.39M 1.7% 25
2023
Q4 		$110M Sell
981,555
-362,420
-27% -$33.5M 1.66% 25
2023
Q3 		$116M Buy
1,343,975
+399,209
+42% +$39.6M 2.3% 16
2023
Q2 		$110M Sell
944,766
-406,341
-30% -$42.6M 1.45% 19
2023
Q1 		$134M Buy
1,351,107
+312,138
+30% +$33.4M 1.9% 14
2022
Q4 		$102M Buy
+1,038,969
New +$105M 1.89% 20
2022
Q1 		– Sell
-438,802
Closed -$50.7M – 70
2021
Q4 		$50.7M Buy
+438,802
New +$51.9M 0.48% 49
2021
Q2 		– Sell
-960,812
Closed -$91.3M – 76
2021
Q1 		$91.3M Sell
960,812
-901,937
-48% -$85.1M 1.13% 42
2020
Q4 		$169M Buy
1,862,749
+70,435
+4% +$5.25M 1.58% 15
2020
Q3 		$104M Buy
+1,792,314
New +$93.9M 1.02% 33

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Ricky Sandler's DFS Position: Q2 2024 in Review

Ricky Sandler sold out of Discover Financial Services (DFS) in Q2 2024, closing a stake of 917,048 shares — an estimated $120M sold.

Ricky Sandler first reported a position in DFS in Q3 2020 and held it in 10 quarters. The position peaked at $169M in Q4 2020. 1,029 funds tracked by Wall St. Rank hold DFS as of Q2 2024.

  • Ricky Sandler reported no remaining Discover Financial Services position as of Q2 2024 after selling out during the quarter.
  • Ricky Sandler sold 917,048 Discover Financial Services shares in Q2 2024, an estimated $120M.
  • Ricky Sandler first reported a position in Discover Financial Services in Q3 2020 and held it in 10 quarters.
  • Ricky Sandler's Discover Financial Services position peaked at $169M in Q4 2020.
  • 1,029 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2024.

Based on Eminence Capital's 13F filing for Q2 2024, filed 14 Aug 2024.