Putnam Investments’s Green Dot GDOT Stock Holding History

Putnam 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 Q4	–	Sell	-26,207	Closed	-$365K	–	1188
2023 Q3	$365K	Buy	26,207 +7,637	+41%	+$126K	﹤0.01%	1002
2023 Q2	$348K	Buy	+18,570	New	+$329K	﹤0.01%	1044
2016 Q2	–	Sell	-9,384	Closed	-$216K	–	1357
2016 Q1	$216K	Buy	+9,384	New	+$182K	﹤0.01%	1364
2015 Q2	–	Sell	-23,199	Closed	-$370K	–	1511
2015 Q1	$370K	Sell	23,199 -575	-2%	-$9.83K	﹤0.01%	1362
2014 Q4	$487K	Sell	23,774 -2,251	-9%	-$49K	﹤0.01%	1320
2014 Q3	$550K	Sell	26,025 -74	-0.3%	-$1.39K	﹤0.01%	1326
2014 Q2	$495K	Buy	26,099 +153	+0.6%	+$2.82K	﹤0.01%	1327
2014 Q1	$506K	Sell	25,946 -604	-2%	-$13.4K	﹤0.01%	1354
2013 Q4	$668K	Sell	26,550 -670	-2%	-$15.6K	﹤0.01%	1284
2013 Q3	$716K	Sell	27,220 -4,628	-15%	-$107K	﹤0.01%	1277
2013 Q2	$635K	Buy	+31,848	New	+$560K	﹤0.01%	1284

Other funds holding GDOT

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

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

Geode Capital Management

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

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