Petrus Trust Company’s Green Dot GDOT Stock Holding History

Petrus Trust Company’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 Q1	–	Sell	-64,695	Closed	-$688K	–	668
2024 Q4	$688K	Buy	+64,695	New	+$714K	0.07%	105
2024 Q1	–	Sell	-42,687	Closed	-$423K	–	687
2023 Q4	$423K	Buy	+42,687	New	+$445K	0.04%	295
2022 Q1	–	Sell	-7,450	Closed	-$270K	–	104
2021 Q4	$270K	Buy	+7,450	New	+$304K	0.03%	54
2018 Q1	–	Sell	-3,341	Closed	-$201K	–	187
2017 Q4	$201K	Buy	+3,341	New	+$196K	0.05%	143
2015 Q3	–	Sell	-16,217	Closed	-$310K	–	144
2015 Q2	$310K	Buy	+16,217	New	+$263K	0.07%	54

Other funds holding GDOT

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

Starboard Value New York $4.57B AUM 4.97% 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

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

Dimensional Fund Advisors

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Geode Capital Management

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

American Century Companies

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