Sageworth Trust Company of South Dakota’s Discover Financial Services DFS Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	–	Sell	-294	Closed	-$29.1K	–	83
2023 Q1	$29.1K	Sell	294 -176	-37%	-$18.8K	0.07%	67
2022 Q4	$46K	Hold	470	–	–	0.1%	56
2022 Q3	$43K	Sell	470 -276	-37%	-$27.9K	0.11%	48
2022 Q2	$71K	Buy	746 +115	+18%	+$12.3K	0.15%	48
2022 Q1	$70K	Sell	631 -867	-58%	-$102K	0.13%	53
2021 Q4	$173K	Buy	+1,498	New	+$177K	0.27%	36

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sageworth Trust Company of South Dakota's DFS Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Discover Financial Services (DFS) in Q2 2023, closing a stake of 294 shares — an estimated $29.1K sold.

Sageworth Trust Company of South Dakota first reported a position in DFS in Q4 2021 and held it in 6 quarters. The position peaked at $173K in Q4 2021. 973 funds tracked by Wall St. Rank hold DFS as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Discover Financial Services position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 294 Discover Financial Services shares in Q2 2023, an estimated $29.1K.
Sageworth Trust Company of South Dakota first reported a position in Discover Financial Services in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Discover Financial Services position peaked at $173K in Q4 2021.
973 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.