1M
GDOT icon

13D Management’s Green Dot GDOT Stock Holding History

13D Management’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-315,520
Closed -$4.4M – 31
2023
Q3 		$4.4M Buy
315,520
+40,080
+15% +$661K 2.73% 16
2023
Q2 		$5.16M Sell
275,440
-10,395
-4% -$184K 2.82% 20
2023
Q1 		$4.91M Hold
285,835
– – 2.49% 25
2022
Q4 		$4.52M Buy
285,835
+266,146
+1,352% +$4.91M 2.38% 24
2022
Q3 		$374K Sell
19,689
-291,908
-94% -$6.73M 0.2% 29
2022
Q2 		$7.82M Buy
311,597
+19,361
+7% +$524K 3.46% 12
2022
Q1 		$8.03M Buy
292,236
+120,020
+70% +$3.65M 3.05% 15
2021
Q4 		$6.24M Sell
172,216
-10,568
-6% -$432K 2.39% 25
2021
Q3 		$9.2M Hold
182,784
– – 3.42% 11
2021
Q2 		$8.56M Sell
182,784
-2,115
-1% -$94.3K 2.95% 19
2021
Q1 		$8.47M Buy
184,899
+56,614
+44% +$2.95M 3.14% 18
2020
Q4 		$7.16M Sell
128,285
-79,584
-38% -$4.52M 2.96% 23
2020
Q3 		$10.5M Buy
207,869
+739
+0.4% +$37.9K 4.63% 5
2020
Q2 		$10.2M Sell
207,130
-188,134
-48% -$6.37M 4.42% 11
2020
Q1 		$10M Buy
+395,264
New +$11.4M 4.88% 8

Other funds holding GDOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

13D Management's GDOT Position: Q4 2023 in Review

13D Management sold out of Green Dot (GDOT) in Q4 2023, closing a stake of 315,520 shares — an estimated $4.4M sold.

13D Management first reported a position in GDOT in Q1 2020 and held it in 15 quarters. The position peaked at $10.5M in Q3 2020. 206 funds tracked by Wall St. Rank hold GDOT as of Q4 2023.

  • 13D Management reported no remaining Green Dot position as of Q4 2023 after selling out during the quarter.
  • 13D Management sold 315,520 Green Dot shares in Q4 2023, an estimated $4.4M.
  • 13D Management first reported a position in Green Dot in Q1 2020 and held it in 15 quarters.
  • 13D Management's Green Dot position peaked at $10.5M in Q3 2020.
  • 206 funds tracked by Wall St. Rank held Green Dot as of Q4 2023.

Based on 13D Management's 13F filing for Q4 2023, filed 14 Feb 2024.