Kula Investments’s Green Dot GDOT Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-17,492	Closed	-$277K	–	708
2022 Q4	$277K	Buy	+17,492	New	+$323K	0.08%	416

Other funds holding GDOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Kula Investments's GDOT Position: Q1 2023 in Review

Kula Investments sold out of Green Dot (GDOT) in Q1 2023, closing a stake of 17,492 shares — an estimated $277K sold.

Kula Investments first reported a position in GDOT in Q4 2022 and held it in 1 quarter. The position peaked at $277K in Q4 2022. 185 funds tracked by Wall St. Rank hold GDOT as of Q1 2023.

Kula Investments reported no remaining Green Dot position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 17,492 Green Dot shares in Q1 2023, an estimated $277K.
Kula Investments first reported a position in Green Dot in Q4 2022 and held it in 1 quarter.
Kula Investments's Green Dot position peaked at $277K in Q4 2022.
185 funds tracked by Wall St. Rank held Green Dot as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.