DI
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Disciplined Investments’s Green Dot GDOT Stock Holding History

Disciplined Investments’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
Q1 		– Sell
-6
Closed -$95 – 1692
2022
Q4 		$95 Buy
6
+3
+100% +$55 ﹤0.01% 1538
2022
Q3 		$0 Sell
3
-6
-67% -$138 ﹤0.01% 1357
2022
Q2 		$0 Buy
9
+2
+29% +$54 ﹤0.01% 1390
2022
Q1 		$0 Buy
+7
New +$213 ﹤0.01% 1434

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Disciplined Investments's GDOT Position: Q1 2023 in Review

Disciplined Investments sold out of Green Dot (GDOT) in Q1 2023, closing a stake of 6 shares — an estimated $95 sold.

Disciplined Investments first reported a position in GDOT in Q1 2022 and held it in 4 quarters. The position peaked at $95 in Q4 2022. 185 funds tracked by Wall St. Rank hold GDOT as of Q1 2023.

  • Disciplined Investments reported no remaining Green Dot position as of Q1 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Green Dot shares in Q1 2023, an estimated $95.
  • Disciplined Investments first reported a position in Green Dot in Q1 2022 and held it in 4 quarters.
  • Disciplined Investments's Green Dot position peaked at $95 in Q4 2022.
  • 185 funds tracked by Wall St. Rank held Green Dot as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.