Schechter Investment Advisors’s Discover Financial Services DFS Stock Holding History

Schechter Investment 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
2025 Q1	$783K	Sell	4,587 -1,885	-29%	-$345K	0.06%	270
2024 Q4	$1.12M	Sell	6,472 -350	-5%	-$57.4K	0.09%	226
2024 Q3	$957K	Buy	6,822 +4,456	+188%	+$599K	0.07%	257
2024 Q2	$309K	Sell	2,366 -2,985	-56%	-$372K	0.02%	469
2024 Q1	$701K	Sell	5,351 -3,374	-39%	-$387K	0.05%	315
2023 Q4	$981K	Buy	8,725 +4,538	+108%	+$420K	0.08%	235
2023 Q3	$363K	Sell	4,187 -355	-8%	-$35.3K	0.04%	408
2023 Q2	$531K	Buy	4,542 +679	+18%	+$71.1K	0.05%	377
2023 Q1	$382K	Buy	3,863 +734	+23%	+$78.6K	0.04%	471
2022 Q4	$306K	Sell	3,129 -627	-17%	-$63.1K	0.03%	626
2022 Q3	$342K	Sell	3,756 -417	-10%	-$42.2K	0.03%	648
2022 Q2	$395K	Buy	4,173 +254	+6%	+$27.2K	0.04%	604
2022 Q1	$432K	Sell	3,919 -647	-14%	-$76K	0.04%	576
2021 Q4	$527K	Buy	+4,566	New	+$540K	0.05%	487

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

Norges Bank Oslo, Norway $935B AUM

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Schechter Investment Advisors's DFS Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Discover Financial Services (DFS) stake by 29% in Q1 2025, selling an estimated $345K and leaving 4,587 shares worth $783K. The position accounts for 0.06% of the portfolio, ranked #270.

Schechter Investment Advisors first reported a position in DFS in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2024. 1,176 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

Schechter Investment Advisors held 4,587 shares of Discover Financial Services worth $783K as of Q1 2025.
Schechter Investment Advisors sold 1,885 Discover Financial Services shares in Q1 2025, an estimated $345K.
Discover Financial Services made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #270 holding.
Schechter Investment Advisors first reported a position in Discover Financial Services in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Discover Financial Services position peaked at $1.12M in Q4 2024.
1,176 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.