WEC
DFS

Winslow Evans & Crocker’s Discover Financial Services DFS Stock Holding History

Winslow Evans & Crocker’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
Q4 		$58K Buy
638
+475
+291% +$35.4K 0.01% 563
2020
Q3 		$9K Sell
163
-50
-23% -$2.62K ﹤0.01% 770
2020
Q2 		$11K Sell
213
-1
-0.5% -$44 ﹤0.01% 720
2020
Q1 		$8K Hold
214
– – ﹤0.01% 739
2019
Q4 		$20K Hold
214
– – 0.01% 659
2019
Q3 		$20K Hold
214
– – 0.01% 643
2019
Q2 		$18K Sell
214
-50
-19% -$3.87K 0.01% 683
2019
Q1 		$20K Hold
264
– – 0.01% 657
2018
Q4 		$16K Hold
264
– – 0.01% 661
2018
Q3 		$22K Hold
264
– – 0.01% 637
2018
Q2 		$20K Hold
264
– – 0.01% 666
2018
Q1 		$18.9K Hold
264
– – 0.01% 660
2017
Q4 		$20.2K Sell
264
-144
-35% -$9.91K 0.01% 654
2017
Q3 		$26.3K Sell
408
-250
-38% -$15.2K 0.01% 599
2017
Q2 		$40.9K Hold
658
– – 0.01% 600
2017
Q1 		$45K Hold
658
– – 0.01% 557
2016
Q4 		$47.4K Hold
658
– – 0.01% 548
2016
Q3 		$37.2K Hold
658
– – 0.01% 605
2016
Q2 		$35.3K Sell
658
-390
-37% -$21.2K 0.01% 592
2016
Q1 		$53.4K Buy
1,048
+100
+11% +$4.82K 0.02% 483
2015
Q4 		$50.8K Buy
948
+250
+36% +$13.9K 0.01% 529
2015
Q3 		$36.3K Hold
698
– – 0.01% 565
2015
Q2 		$40.2K Hold
698
– – 0.01% 595
2015
Q1 		$39.3K Hold
698
– – 0.01% 591
2014
Q4 		$45.7K Buy
698
+162
+30% +$10.4K 0.01% 557
2014
Q3 		$34.5K Sell
536
-162
-23% -$10.2K 0.01% 636
2014
Q2 		$43.3K Buy
698
+163
+30% +$9.52K 0.01% 521
2014
Q1 		$31.1K Hold
535
– – 0.01% 580
2013
Q4 		$30K Buy
+535
New +$28K 0.01% 604

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winslow Evans & Crocker's DFS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Discover Financial Services (DFS) stake by 291% in Q4 2020, buying an estimated $35.4K and bringing the position to 638 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #563.

Winslow Evans & Crocker first reported a position in DFS in Q4 2013 and has held it in 29 quarters since. 859 funds tracked by Wall St. Rank hold DFS as of Q4 2020.

  • Winslow Evans & Crocker held 638 shares of Discover Financial Services worth $58K as of Q4 2020.
  • Winslow Evans & Crocker bought 475 Discover Financial Services shares in Q4 2020, an estimated $35.4K.
  • Discover Financial Services made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #563 holding.
  • Winslow Evans & Crocker first reported a position in Discover Financial Services in Q4 2013 and has held it in 29 quarters since.
  • 859 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.