RCM
DFS

Rivermont Capital Management’s Discover Financial Services DFS Stock Holding History

Rivermont Capital 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
2024
Q1 		– Sell
-107,308
Closed -$12.1M – 21
2023
Q4 		$12.1M Buy
+107,308
New +$9.92M 4.93% 8

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rivermont Capital Management's DFS Position: Q1 2024 in Review

Rivermont Capital Management sold out of Discover Financial Services (DFS) in Q1 2024, closing a stake of 107,308 shares — an estimated $12.1M sold.

Rivermont Capital Management first reported a position in DFS in Q4 2023 and held it in 1 quarter. The position peaked at $12.1M in Q4 2023. 1,035 funds tracked by Wall St. Rank hold DFS as of Q1 2024.

  • Rivermont Capital Management reported no remaining Discover Financial Services position as of Q1 2024 after selling out during the quarter.
  • Rivermont Capital Management sold 107,308 Discover Financial Services shares in Q1 2024, an estimated $12.1M.
  • Rivermont Capital Management first reported a position in Discover Financial Services in Q4 2023 and held it in 1 quarter.
  • Rivermont Capital Management's Discover Financial Services position peaked at $12.1M in Q4 2023.
  • 1,035 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2024.

Based on Rivermont Capital Management's 13F filing for Q1 2024, filed 14 May 2024.