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Montanaro Asset Management’s Green Dot GDOT Stock Holding History

Montanaro Asset Management’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
-48,500
Closed -$2.27M – 51
2021
Q2 		$2.27M Hold
48,500
– – 0.29% 42
2021
Q1 		$2.22M Buy
48,500
+10,700
+28% +$558K 0.33% 40
2020
Q4 		$2.11M Buy
+37,800
New +$2.15M 0.36% 37

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 $3.38T AUM 44.17% 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

Montanaro Asset Management's GDOT Position: Q3 2021 in Review

Montanaro Asset Management sold out of Green Dot (GDOT) in Q3 2021, closing a stake of 48,500 shares — an estimated $2.27M sold.

Montanaro Asset Management first reported a position in GDOT in Q4 2020 and held it in 3 quarters. The position peaked at $2.27M in Q2 2021. 206 funds tracked by Wall St. Rank hold GDOT as of Q3 2021.

  • Montanaro Asset Management reported no remaining Green Dot position as of Q3 2021 after selling out during the quarter.
  • Montanaro Asset Management sold 48,500 Green Dot shares in Q3 2021, an estimated $2.27M.
  • Montanaro Asset Management first reported a position in Green Dot in Q4 2020 and held it in 3 quarters.
  • Montanaro Asset Management's Green Dot position peaked at $2.27M in Q2 2021.
  • 206 funds tracked by Wall St. Rank held Green Dot as of Q3 2021.

Based on Montanaro Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.