RJ
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Ronald Juvonen’s Green Dot GDOT Stock Holding History

Ronald Juvonen’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
2014
Q3 		$9.89M Sell
467,700
-40,000
-8% -$751K 24.8% 1
2014
Q2 		$9.64M Buy
507,700
+52,700
+12% +$972K 24.59% 2
2014
Q1 		$8.89M Buy
455,000
+75,000
+20% +$1.66M 21.85% 2
2013
Q4 		$9.56M Hold
380,000
– – 20.56% 1
2013
Q3 		$10M Hold
380,000
– – 18.04% 2
2013
Q2 		$7.58M Buy
+380,000
New +$6.68M 14.94% 2

Other funds holding GDOT

SM
SCFF Management Menlo Park, California $31.6M AUM 0.5% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ronald Juvonen's GDOT Position: Q3 2014 in Review

Ronald Juvonen reduced its Green Dot (GDOT) stake by 7.9% in Q3 2014, selling an estimated $751K and leaving 467,700 shares worth $9.89M. The position accounts for 24.8% of the portfolio, ranked #1.

Ronald Juvonen first reported a position in GDOT in Q2 2013 and has held it in 6 quarters since. The position peaked at $10M in Q3 2013. 150 funds tracked by Wall St. Rank hold GDOT as of Q3 2014.

  • Ronald Juvonen held 467,700 shares of Green Dot worth $9.89M as of Q3 2014.
  • Ronald Juvonen sold 40,000 Green Dot shares in Q3 2014, an estimated $751K.
  • Green Dot made up 24.8% of Ronald Juvonen's portfolio in Q3 2014, its #1 holding.
  • Ronald Juvonen first reported a position in Green Dot in Q2 2013 and has held it in 6 quarters since.
  • Ronald Juvonen's Green Dot position peaked at $10M in Q3 2013.
  • 150 funds tracked by Wall St. Rank held Green Dot as of Q3 2014.

Based on Ronald Juvonen's 13F filing for Q3 2014, filed 14 Nov 2014.