Carmel Capital Partners’s Green Dot GDOT Stock Holding History

Carmel Capital Partners’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
2024 Q4	–	Sell	-21,819	Closed	-$256K	–	154
2024 Q3	$256K	Sell	21,819 -574	-3%	-$6K	0.1%	144
2024 Q2	$212K	Buy	22,393 +8,149	+57%	+$75.8K	0.09%	150
2024 Q1	$133K	Buy	14,244 +167	+1%	+$1.47K	0.05%	157
2023 Q4	$139K	Buy	14,077 +12,320	+701%	+$128K	0.07%	149
2023 Q3	$24.5K	Buy	+1,757	New	+$29K	0.01%	325

Other funds holding GDOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carmel Capital Partners's GDOT Position: Q4 2024 in Review

Carmel Capital Partners sold out of Green Dot (GDOT) in Q4 2024, closing a stake of 21,819 shares — an estimated $256K sold.

Carmel Capital Partners first reported a position in GDOT in Q3 2023 and held it in 5 quarters. The position peaked at $256K in Q3 2024. 180 funds tracked by Wall St. Rank hold GDOT as of Q4 2024.

Carmel Capital Partners reported no remaining Green Dot position as of Q4 2024 after selling out during the quarter.
Carmel Capital Partners sold 21,819 Green Dot shares in Q4 2024, an estimated $256K.
Carmel Capital Partners first reported a position in Green Dot in Q3 2023 and held it in 5 quarters.
Carmel Capital Partners's Green Dot position peaked at $256K in Q3 2024.
180 funds tracked by Wall St. Rank held Green Dot as of Q4 2024.

Based on Carmel Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.