Standard Family Office’s Discover Financial Services DFS Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-38	Closed	-$3K	–	120
2022 Q3	$3K	Buy	+38	New	+$3.85K	﹤0.01%	346
2021 Q3	–	Sell	-20	Closed	-$2K	–	189
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	360
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	408
2020 Q4	$2K	Buy	+20	New	+$1.49K	﹤0.01%	403

Other funds holding DFS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Norges Bank Oslo, Norway $935B AUM

Standard Family Office's DFS Position: Q4 2022 in Review

Standard Family Office sold out of Discover Financial Services (DFS) in Q4 2022, closing a stake of 38 shares — an estimated $3K sold.

Standard Family Office first reported a position in DFS in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 979 funds tracked by Wall St. Rank hold DFS as of Q4 2022.

Standard Family Office reported no remaining Discover Financial Services position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 38 Discover Financial Services shares in Q4 2022, an estimated $3K.
Standard Family Office first reported a position in Discover Financial Services in Q4 2020 and held it in 4 quarters.
Standard Family Office's Discover Financial Services position peaked at $3K in Q3 2022.
979 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.