DT
GDOT icon

Diversified Trust’s Green Dot GDOT Stock Holding History

Diversified Trust’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
-6,249
Closed -$349K – 803
2020
Q4 		$349K Hold
6,249
– – 0.01% 459
2020
Q3 		$316K Sell
6,249
-95
-1% -$4.87K 0.01% 426
2020
Q2 		$311K Buy
+6,344
New +$215K 0.02% 380

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.66B AUM 39.91% 1-Year Est. Return

Diversified Trust's GDOT Position: Q1 2021 in Review

Diversified Trust sold out of Green Dot (GDOT) in Q1 2021, closing a stake of 6,249 shares — an estimated $349K sold.

Diversified Trust first reported a position in GDOT in Q2 2020 and held it in 3 quarters. The position peaked at $349K in Q4 2020. 228 funds tracked by Wall St. Rank hold GDOT as of Q1 2021.

  • Diversified Trust reported no remaining Green Dot position as of Q1 2021 after selling out during the quarter.
  • Diversified Trust sold 6,249 Green Dot shares in Q1 2021, an estimated $349K.
  • Diversified Trust first reported a position in Green Dot in Q2 2020 and held it in 3 quarters.
  • Diversified Trust's Green Dot position peaked at $349K in Q4 2020.
  • 228 funds tracked by Wall St. Rank held Green Dot as of Q1 2021.

Based on Diversified Trust's 13F filing for Q1 2021, filed 10 May 2021.