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James Investment Research’s Green Dot GDOT Stock Holding History

James Investment Research’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
-6,300
Closed -$295K – 510
2021
Q2 		$295K Hold
6,300
– – 0.03% 253
2021
Q1 		$288K Sell
6,300
-2,159
-26% -$112K 0.03% 243
2020
Q4 		$472K Buy
+8,459
New +$480K 0.04% 216
2019
Q1 		– Sell
-1,370
Closed -$109K – 850
2018
Q4 		$109K Hold
1,370
– – 0.01% 577
2018
Q3 		$122K Hold
1,370
– – 0.01% 603
2018
Q2 		$101K Sell
1,370
-270
-16% -$18.6K ﹤0.01% 621
2018
Q1 		$105K Sell
1,640
-38,780
-96% -$2.44M ﹤0.01% 606
2017
Q4 		$2.44M Buy
40,420
+29,580
+273% +$1.73M 0.08% 217
2017
Q3 		$537K Sell
10,840
-62,505
-85% -$2.77M 0.02% 488
2017
Q2 		$2.83M Buy
+73,345
New +$2.65M 0.09% 167

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

James Investment Research's GDOT Position: Q3 2021 in Review

James Investment Research sold out of Green Dot (GDOT) in Q3 2021, closing a stake of 6,300 shares — an estimated $295K sold.

James Investment Research first reported a position in GDOT in Q2 2017 and held it in 10 quarters. The position peaked at $2.83M in Q2 2017. 206 funds tracked by Wall St. Rank hold GDOT as of Q3 2021.

  • James Investment Research reported no remaining Green Dot position as of Q3 2021 after selling out during the quarter.
  • James Investment Research sold 6,300 Green Dot shares in Q3 2021, an estimated $295K.
  • James Investment Research first reported a position in Green Dot in Q2 2017 and held it in 10 quarters.
  • James Investment Research's Green Dot position peaked at $2.83M in Q2 2017.
  • 206 funds tracked by Wall St. Rank held Green Dot as of Q3 2021.

Based on James Investment Research's 13F filing for Q3 2021, filed 22 Oct 2021.