HR
GDOT icon

Howe & Rusling’s Green Dot GDOT Stock Holding History

Howe & Rusling’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
-197
Closed -$4K – 601
2022
Q3 		$4K Hold
197
– – ﹤0.01% 713
2022
Q2 		$5K Hold
197
– – ﹤0.01% 646
2022
Q1 		$5K Hold
197
– – ﹤0.01% 648
2021
Q4 		$7K Buy
197
+100
+103% +$4.08K ﹤0.01% 596
2021
Q3 		$5K Buy
+97
New +$4.67K ﹤0.01% 642
2017
Q2 		– Sell
-251
Closed -$8K – 978
2017
Q1 		$8K Hold
251
– – ﹤0.01% 559
2016
Q4 		$6K Sell
251
-226
-47% -$5.29K ﹤0.01% 627
2016
Q3 		$11K Hold
477
– – ﹤0.01% 484
2016
Q2 		$11K Sell
477
-750
-61% -$16.7K ﹤0.01% 466
2016
Q1 		$28K Sell
1,227
-1,508
-55% -$29.3K 0.01% 354
2015
Q4 		$45K Hold
2,735
– – 0.01% 285
2015
Q3 		$48K Sell
2,735
-1,775
-39% -$33K 0.01% 276
2015
Q2 		$86K Sell
4,510
-480
-10% -$7.79K 0.02% 232
2015
Q1 		$79K Buy
4,990
+1,540
+45% +$26.3K 0.02% 236
2014
Q4 		$71K Hold
3,450
– – 0.02% 241
2014
Q3 		$73K Hold
3,450
– – 0.02% 245
2014
Q2 		$65K Hold
3,450
– – 0.01% 275
2014
Q1 		$67K Buy
3,450
+650
+23% +$14.4K 0.02% 275
2013
Q4 		$70K Buy
2,800
+300
+12% +$6.99K 0.02% 254
2013
Q3 		$66K Buy
2,500
+400
+19% +$9.25K 0.02% 273
2013
Q2 		$42K Buy
+2,100
New +$36.9K 0.01% 368

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Howe & Rusling's GDOT Position: Q4 2022 in Review

Howe & Rusling sold out of Green Dot (GDOT) in Q4 2022, closing a stake of 197 shares — an estimated $4K sold.

Howe & Rusling first reported a position in GDOT in Q2 2013 and held it in 21 quarters. The position peaked at $86K in Q2 2015. 179 funds tracked by Wall St. Rank hold GDOT as of Q4 2022.

  • Howe & Rusling reported no remaining Green Dot position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 197 Green Dot shares in Q4 2022, an estimated $4K.
  • Howe & Rusling first reported a position in Green Dot in Q2 2013 and held it in 21 quarters.
  • Howe & Rusling's Green Dot position peaked at $86K in Q2 2015.
  • 179 funds tracked by Wall St. Rank held Green Dot as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.