EFG Asset Management’s Green Dot GDOT Stock Holding History

EFG Asset 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
2022 Q4	–	Sell	-35,316	Closed	-$670K	–	176
2022 Q3	$670K	Buy	35,316 +6,988	+25%	+$161K	0.15%	166
2022 Q2	$712K	Buy	+28,328	New	+$766K	0.15%	166

Other funds holding GDOT

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EFG Asset Management's GDOT Position: Q4 2022 in Review

EFG Asset Management sold out of Green Dot (GDOT) in Q4 2022, closing a stake of 35,316 shares — an estimated $670K sold.

EFG Asset Management first reported a position in GDOT in Q2 2022 and held it in 2 quarters. The position peaked at $712K in Q2 2022. 179 funds tracked by Wall St. Rank hold GDOT as of Q4 2022.

EFG Asset Management reported no remaining Green Dot position as of Q4 2022 after selling out during the quarter.
EFG Asset Management sold 35,316 Green Dot shares in Q4 2022, an estimated $670K.
EFG Asset Management first reported a position in Green Dot in Q2 2022 and held it in 2 quarters.
EFG Asset Management's Green Dot position peaked at $712K in Q2 2022.
179 funds tracked by Wall St. Rank held Green Dot as of Q4 2022.

Based on EFG Asset Management's 13F filing for Q4 2022, filed 3 Feb 2023.