Salzhauer Michael’s Discover Financial Services DFS Stock Holding History

Salzhauer Michael’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
2021 Q3	–	Sell	-793	Closed	-$94K	–	136
2021 Q2	$94K	Buy	+793	New	+$89.7K	0.04%	112
2020 Q1	–	Sell	-5,416	Closed	-$459K	–	118
2019 Q4	$459K	Hold	5,416	–	–	0.21%	76
2019 Q3	$439K	Hold	5,416	–	–	0.23%	72
2019 Q2	$420K	Hold	5,416	–	–	0.19%	78
2019 Q1	$385K	Hold	5,416	–	–	0.19%	83
2018 Q4	$319K	Sell	5,416 -842	-13%	-$58.1K	0.18%	92
2018 Q3	$478K	Hold	6,258	–	–	0.18%	93
2018 Q2	$441K	Hold	6,258	–	–	0.16%	102
2018 Q1	$450K	Hold	6,258	–	–	0.17%	98
2017 Q4	$481K	Sell	6,258 -235	-4%	-$16.2K	0.19%	89
2017 Q3	$419K	Hold	6,493	–	–	0.18%	97
2017 Q2	$404K	Hold	6,493	–	–	0.18%	94
2017 Q1	$444K	Hold	6,493	–	–	0.21%	86
2016 Q4	$468K	Hold	6,493	–	–	0.23%	84
2016 Q3	$367K	Sell	6,493 -2	-0%	-$115	0.26%	77
2016 Q2	$348K	Hold	6,495	–	–	0.28%	72
2016 Q1	$331K	Hold	6,495	–	–	0.28%	78
2015 Q4	$348K	Sell	6,495 -5	-0.1%	-$277	0.26%	84
2015 Q3	$338K	Hold	6,500	–	–	0.28%	78
2015 Q2	$375K	Hold	6,500	–	–	0.28%	86
2015 Q1	$366K	Hold	6,500	–	–	0.33%	76
2014 Q4	$426K	Hold	6,500	–	–	0.36%	68
2014 Q3	$410K	Sell	6,500 -1,500	-19%	-$94K	0.37%	60
2014 Q2	$496K	Hold	8,000	–	–	0.46%	52
2014 Q1	$466K	Hold	8,000	–	–	0.44%	50
2013 Q4	$448K	Buy	+8,000	New	+$419K	0.44%	51

Other funds holding DFS

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Salzhauer Michael's DFS Position: Q3 2021 in Review

Salzhauer Michael sold out of Discover Financial Services (DFS) in Q3 2021, closing a stake of 793 shares — an estimated $94K sold.

Salzhauer Michael first reported a position in DFS in Q4 2013 and held it in 26 quarters. The position peaked at $496K in Q2 2014. 943 funds tracked by Wall St. Rank hold DFS as of Q3 2021.

Salzhauer Michael reported no remaining Discover Financial Services position as of Q3 2021 after selling out during the quarter.
Salzhauer Michael sold 793 Discover Financial Services shares in Q3 2021, an estimated $94K.
Salzhauer Michael first reported a position in Discover Financial Services in Q4 2013 and held it in 26 quarters.
Salzhauer Michael's Discover Financial Services position peaked at $496K in Q2 2014.
943 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2021.

Based on Salzhauer Michael's 13F filing for Q3 2021, filed 12 Nov 2021.