Everence Capital Management’s Green Dot GDOT Stock Holding History

Everence Capital 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
2024 Q4	–	Sell	-13,080	Closed	-$153K	–	905
2024 Q3	$153K	Sell	13,080 -12,280	-48%	-$128K	0.01%	728
2024 Q2	$222K	Hold	25,360	–	–	0.02%	650
2024 Q1	$237K	Hold	25,360	–	–	0.02%	656
2023 Q4	$251K	Buy	25,360 +13,070	+106%	+$136K	0.02%	619
2023 Q3	$171K	Buy	12,290 +230	+2%	+$3.79K	0.01%	699
2023 Q2	$220K	Hold	12,060	–	–	0.02%	620
2023 Q1	$207K	Hold	12,060	–	–	0.02%	668
2022 Q4	$191K	Hold	12,060	–	–	0.02%	702
2022 Q3	$229K	Hold	12,060	–	–	0.02%	605
2022 Q2	$303K	Buy	12,060 +4,460	+59%	+$121K	0.03%	515
2022 Q1	$209K	Hold	7,600	–	–	0.02%	680
2021 Q4	$275K	Hold	7,600	–	–	0.02%	615
2021 Q3	$383K	Hold	7,600	–	–	0.03%	487
2021 Q2	$356K	Hold	7,600	–	–	0.03%	512
2021 Q1	$348K	Hold	7,600	–	–	0.03%	497
2020 Q4	$424K	Hold	7,600	–	–	0.04%	387
2020 Q3	$385K	Sell	7,600 -6,500	-46%	-$333K	0.04%	377
2020 Q2	$538K	Hold	14,100	–	–	0.06%	270
2020 Q1	$358K	Buy	+14,100	New	+$406K	0.05%	337
2019 Q1	–	Sell	-3,100	Closed	-$247K	–	633
2018 Q4	$247K	Hold	3,100	–	–	0.06%	329
2018 Q3	$275K	Hold	3,100	–	–	0.05%	335
2018 Q2	$228K	Buy	+3,100	New	+$214K	0.05%	369

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

Everence Capital Management's GDOT Position: Q4 2024 in Review

Everence Capital Management sold out of Green Dot (GDOT) in Q4 2024, closing a stake of 13,080 shares — an estimated $153K sold.

Everence Capital Management first reported a position in GDOT in Q2 2018 and held it in 22 quarters. The position peaked at $538K in Q2 2020. 180 funds tracked by Wall St. Rank hold GDOT as of Q4 2024.

Everence Capital Management reported no remaining Green Dot position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 13,080 Green Dot shares in Q4 2024, an estimated $153K.
Everence Capital Management first reported a position in Green Dot in Q2 2018 and held it in 22 quarters.
Everence Capital Management's Green Dot position peaked at $538K in Q2 2020.
180 funds tracked by Wall St. Rank held Green Dot as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.