SLG
DFS

Stanley-Laman Group’s Discover Financial Services DFS Stock Holding History

Stanley-Laman Group’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
2020
Q1 		– Sell
-12,082
Closed -$1.02M – 263
2019
Q4 		$1.02M Sell
12,082
-233
-2% -$19.2K 0.24% 139
2019
Q3 		$999K Sell
12,315
-314
-2% -$25.9K 0.25% 130
2019
Q2 		$980K Buy
12,629
+1,421
+13% +$110K 0.24% 138
2019
Q1 		$798K Buy
11,208
+761
+7% +$52.1K 0.19% 179
2018
Q4 		$616K Buy
10,447
+271
+3% +$18.7K 0.17% 202
2018
Q3 		$778K Buy
10,176
+346
+4% +$26.1K 0.19% 157
2018
Q2 		$692K Buy
9,830
+454
+5% +$33.3K 0.16% 189
2018
Q1 		$674K Buy
9,376
+704
+8% +$54.4K 0.15% 191
2017
Q4 		$667K Sell
8,672
-4
-0% -$275 0.14% 196
2017
Q3 		$559K Buy
8,676
+615
+8% +$37.3K 0.15% 167
2017
Q2 		$501K Sell
8,061
-244
-3% -$15.1K 0.14% 153
2017
Q1 		$568K Buy
8,305
+2,032
+32% +$143K 0.15% 150
2016
Q4 		$452K Buy
6,273
+771
+14% +$49K 0.14% 190
2016
Q3 		$311K Buy
5,502
+921
+20% +$52.8K 0.13% 164
2016
Q2 		$245K Sell
4,581
-688
-13% -$37.4K 0.1% 196
2016
Q1 		$268K Sell
5,269
-32,651
-86% -$1.57M 0.05% 220
2015
Q4 		$2.03M Buy
37,920
+11,825
+45% +$656K 0.35% 93
2015
Q3 		$1.36M Buy
26,095
+12,339
+90% +$677K 0.28% 94
2015
Q2 		$793K Buy
13,756
+1,032
+8% +$60.6K 0.15% 162
2015
Q1 		$717K Buy
12,724
+2,652
+26% +$157K 0.13% 171
2014
Q4 		$660K Buy
+10,072
New +$646K 0.13% 175

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stanley-Laman Group's DFS Position: Q1 2020 in Review

Stanley-Laman Group sold out of Discover Financial Services (DFS) in Q1 2020, closing a stake of 12,082 shares — an estimated $1.02M sold.

Stanley-Laman Group first reported a position in DFS in Q4 2014 and held it in 21 quarters. The position peaked at $2.03M in Q4 2015. 718 funds tracked by Wall St. Rank hold DFS as of Q1 2020.

  • Stanley-Laman Group reported no remaining Discover Financial Services position as of Q1 2020 after selling out during the quarter.
  • Stanley-Laman Group sold 12,082 Discover Financial Services shares in Q1 2020, an estimated $1.02M.
  • Stanley-Laman Group first reported a position in Discover Financial Services in Q4 2014 and held it in 21 quarters.
  • Stanley-Laman Group's Discover Financial Services position peaked at $2.03M in Q4 2015.
  • 718 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2020.

Based on Stanley-Laman Group's 13F filing for Q1 2020, filed 12 May 2020.