AIA
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Avalon Investment & Advisory’s Green Dot GDOT Stock Holding History

Avalon Investment & Advisory’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
2021
Q1 		– Sell
-84,978
Closed -$4.74M – 353
2020
Q4 		$4.74M Sell
84,978
-2,020
-2% -$115K 0.1% 135
2020
Q3 		$4.4M Sell
86,998
-11,495
-12% -$590K 0.1% 133
2020
Q2 		$4.83M Buy
+98,493
New +$3.33M 0.11% 130
2019
Q1 		– Sell
-33,413
Closed -$2.66M – 343
2018
Q4 		$2.66M Buy
33,413
+2,103
+7% +$166K 0.07% 190
2018
Q3 		$2.78M Buy
31,310
+2,267
+8% +$188K 0.08% 210
2018
Q2 		$2.13M Buy
+29,043
New +$2M 0.06% 216

Other funds holding GDOT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return