SFCL
DFS

Strengthening Families & Communities LLC’s Discover Financial Services DFS Stock Holding History

Strengthening Families & Communities LLC’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
Q3 		– Sell
-6
Closed -$1K – 588
2024
Q2 		$1K Buy
+6
New +$748 ﹤0.01% 517

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strengthening Families & Communities LLC's DFS Position: Q3 2024 in Review

Strengthening Families & Communities LLC sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 6 shares — an estimated $1K sold.

Strengthening Families & Communities LLC first reported a position in DFS in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 1,059 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

  • Strengthening Families & Communities LLC reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 6 Discover Financial Services shares in Q3 2024, an estimated $1K.
  • Strengthening Families & Communities LLC first reported a position in Discover Financial Services in Q2 2024 and held it in 1 quarter.
  • Strengthening Families & Communities LLC's Discover Financial Services position peaked at $1K in Q2 2024.
  • 1,059 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Strengthening Families & Communities LLC's 13F filing for Q3 2024, filed 7 Nov 2024.