GUNN & Co INVESTMENT MANAGEMENT, INC. DFS — Discover Finl Svcs Com

Ownership history in GUNN & Co INVESTMENT MANAGEMENT, INC.  ·  5 quarters on record

AI Ownership Summary

GUNN & Co INVESTMENT MANAGEMENT, INC. reported Discover Finl Svcs Com (DFS) in 5 quarterly 13F filings from 2024 Q2 through 2024 Q3. Peak portfolio weight reached 0.41% in 2024 Q3. The latest visible filing shows DFS at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUNN & Co INVESTMENT MANAGEMENT, INC.'s position in Discover Finl Svcs Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

DFS was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GUNN & Co INVESTMENT MANAGEMENT, INC. held DFS — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED — — — 4,245 -46,883 -91.7% 0.41% $596K 2024-11-14 (Est.) —
2024 Q2 ADDED — — — 51,128 +46,558 +1018.8% 0.40% $6.7M 2024-08-13 —
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GUNN & Co INVESTMENT MANAGEMENT, INC. and DFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has GUNN & Co INVESTMENT MANAGEMENT, INC. reported owning DFS?

GUNN & Co INVESTMENT MANAGEMENT, INC. reported DFS across 2 quarterly 13F filings, from 2024 Q2 through 2024 Q3.

What was the largest reported DFS position in GUNN & Co INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for DFS was 0.41% in 2024 Q3.

What is the latest reported DFS position on this page?

The most recent filing on this page is 2024 Q3, when GUNN & Co INVESTMENT MANAGEMENT, INC. reported 4,245 shares, equal to 0.41% of portfolio, with an estimated market value of $596K.

What does the chart on this DFS ownership page compare?

The chart compares GUNN & Co INVESTMENT MANAGEMENT, INC.'s quarterly DFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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