Van Hulzen Asset Management’s Discover Financial Services DFS Stock Holding History

Van Hulzen Asset Management’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
2025 Q1	–	Sell	-1,777	Closed	-$308K	–	488
2024 Q4	$308K	Sell	1,777 -16,800	-90%	-$2.76M	0.02%	265
2024 Q3	$2.61M	Buy	18,577 +900	+5%	+$121K	0.19%	95
2024 Q2	$2.31M	Buy	17,677 +95	+0.5%	+$11.8K	0.16%	101
2024 Q1	$2.31M	Hold	17,582	–	–	0.15%	104
2023 Q4	$1.98M	Buy	17,582 +1,700	+11%	+$157K	0.14%	108
2023 Q3	$1.38M	Buy	15,882 +13,000	+451%	+$1.29M	0.11%	125
2023 Q2	$337K	Buy	+2,882	New	+$302K	0.03%	223

Other funds holding DFS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Norges Bank Oslo, Norway $935B AUM

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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

Van Hulzen Asset Management's DFS Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 1,777 shares — an estimated $308K sold.

Van Hulzen Asset Management first reported a position in DFS in Q2 2023 and held it in 7 quarters. The position peaked at $2.61M in Q3 2024. 1,177 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

Van Hulzen Asset Management reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1,777 Discover Financial Services shares in Q1 2025, an estimated $308K.
Van Hulzen Asset Management first reported a position in Discover Financial Services in Q2 2023 and held it in 7 quarters.
Van Hulzen Asset Management's Discover Financial Services position peaked at $2.61M in Q3 2024.
1,177 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.