S
DFS

Surevest’s Discover Financial Services DFS Stock Holding History

Surevest’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
Q3 		$1K Hold
6
– – ﹤0.01% 438
2022
Q2 		$1K Hold
6
– – ﹤0.01% 471
2022
Q1 		$1K Hold
6
– – ﹤0.01% 446
2021
Q4 		$1K Buy
+6
New +$710 ﹤0.01% 455

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Surevest's DFS Position: Q3 2022 in Review

Surevest held its Discover Financial Services (DFS) position steady in Q3 2022 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Surevest first reported a position in DFS in Q4 2021 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold DFS as of Q3 2022.

  • Surevest held 6 shares of Discover Financial Services worth $1K as of Q3 2022.
  • Surevest left its Discover Financial Services share count unchanged in Q3 2022.
  • Discover Financial Services made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #438 holding.
  • Surevest first reported a position in Discover Financial Services in Q4 2021 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.