FORA Capital’s Green Dot GDOT Stock Holding History

FORA Capital’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 Q3	–	Sell	-4,658	Closed	-$218K	–	545
2021 Q2	$218K	Buy	+4,658	New	+$208K	0.04%	420
2020 Q4	–	Sell	-1,205	Closed	-$61K	–	1002
2020 Q3	$61K	Buy	+1,205	New	+$61.8K	0.04%	404
2020 Q2	–	Sell	-4,840	Closed	-$123K	–	1051
2020 Q1	$123K	Buy	4,840 +551	+13%	+$15.9K	0.03%	562
2019 Q4	$100K	Buy	+4,289	New	+$107K	0.01%	751

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

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

FORA Capital's GDOT Position: Q3 2021 in Review

FORA Capital sold out of Green Dot (GDOT) in Q3 2021, closing a stake of 4,658 shares — an estimated $218K sold.

FORA Capital first reported a position in GDOT in Q4 2019 and held it in 4 quarters. The position peaked at $218K in Q2 2021. 206 funds tracked by Wall St. Rank hold GDOT as of Q3 2021.

FORA Capital reported no remaining Green Dot position as of Q3 2021 after selling out during the quarter.
FORA Capital sold 4,658 Green Dot shares in Q3 2021, an estimated $218K.
FORA Capital first reported a position in Green Dot in Q4 2019 and held it in 4 quarters.
FORA Capital's Green Dot position peaked at $218K in Q2 2021.
206 funds tracked by Wall St. Rank held Green Dot as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.