Morton Capital Management’s Green Dot GDOT Stock Holding History

Morton Capital 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
2026 Q1	$201K	Hold	17,946	–	–	0.03%	134
2025 Q4	$230K	Hold	17,946	–	–	0.04%	112
2025 Q3	$241K	Hold	17,946	–	–	0.04%	109
2025 Q2	$193K	Hold	17,946	–	–	0.03%	123
2025 Q1	$151K	Hold	17,946	–	–	0.03%	109
2024 Q4	$191K	Hold	17,946	–	–	0.04%	111
2024 Q3	$210K	Hold	17,946	–	–	0.04%	107
2024 Q2	$170K	Hold	17,946	–	–	0.04%	97
2024 Q1	$167K	Hold	17,946	–	–	0.05%	103
2023 Q4	$178K	Sell	17,946 -3,960	-18%	-$41.3K	0.05%	95
2023 Q3	$305K	Hold	21,906	–	–	0.11%	69
2023 Q2	$411K	Hold	21,906	–	–	0.14%	63
2023 Q1	$376K	Hold	21,906	–	–	0.13%	66
2022 Q4	$347K	Sell	21,906 -6,000	-22%	-$111K	0.14%	62
2022 Q3	$530K	Sell	27,906 -1,000	-3%	-$23.1K	0.24%	41
2022 Q2	$726K	Sell	28,906 -724	-2%	-$19.6K	0.32%	31
2022 Q1	$814K	Hold	29,630	–	–	0.33%	32
2021 Q4	$1.07M	Buy	+29,630	New	+$1.21M	0.44%	24

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Dimensional Fund Advisors

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Balyasny Asset Management

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American Century Companies

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

Schonfeld Strategic Advisors New York $12.3B AUM 37.17% 1-Year Est. Return

Geode Capital Management

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