Steph & Co’s Discover Financial Services DFS Stock Holding History

Steph & Co’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
2024 Q4	–	Sell	-53	Closed	-$7.43K	–	284
2024 Q3	$7.43K	Buy	+53	New	+$7.13K	﹤0.01%	272

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

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

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

FCM

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

Norges Bank Oslo, Norway $935B AUM

Steph & Co's DFS Position: Q4 2024 in Review

Steph & Co sold out of Discover Financial Services (DFS) in Q4 2024, closing a stake of 53 shares — an estimated $7.43K sold.

Steph & Co first reported a position in DFS in Q3 2024 and held it in 1 quarter. The position peaked at $7.43K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

Steph & Co reported no remaining Discover Financial Services position as of Q4 2024 after selling out during the quarter.
Steph & Co sold 53 Discover Financial Services shares in Q4 2024, an estimated $7.43K.
Steph & Co first reported a position in Discover Financial Services in Q3 2024 and held it in 1 quarter.
Steph & Co's Discover Financial Services position peaked at $7.43K in Q3 2024.
1,173 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Steph & Co's 13F filing for Q4 2024, filed 14 Jan 2025.