McIlrath & Eck’s Green Dot GDOT Stock Holding History

McIlrath & Eck’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
2025 Q2	–	Sell	-110	Closed	-$928	–	950
2025 Q1	$928	Hold	110	–	–	﹤0.01%	873
2024 Q4	$1.17K	Hold	110	–	–	﹤0.01%	902
2024 Q3	$1.29K	Hold	110	–	–	﹤0.01%	894
2024 Q2	$1.04K	Hold	110	–	–	﹤0.01%	872
2024 Q1	$1.03K	Hold	110	–	–	﹤0.01%	861
2023 Q4	$1.09K	Hold	110	–	–	﹤0.01%	842
2023 Q3	$1.53K	Hold	110	–	–	﹤0.01%	789
2023 Q2	$2.06K	Hold	110	–	–	﹤0.01%	783
2023 Q1	$1.89K	Hold	110	–	–	﹤0.01%	787
2022 Q4	$1.74K	Hold	110	–	–	﹤0.01%	762
2022 Q3	$2K	Hold	110	–	–	﹤0.01%	758
2022 Q2	$3K	Hold	110	–	–	﹤0.01%	687
2022 Q1	$3K	Hold	110	–	–	﹤0.01%	696
2021 Q4	$4K	Hold	110	–	–	﹤0.01%	654
2021 Q3	$6K	Hold	110	–	–	﹤0.01%	597
2021 Q2	$5K	Buy	+110	New	+$4.9K	﹤0.01%	620

Other funds holding GDOT

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return