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Schubert & Co’s Green Dot GDOT Stock Holding History

Schubert & Co’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
Q2 		– Sell
-1
Closed -$18 – 612
2023
Q1 		$18 Sell
1
-16
-94% -$280 ﹤0.01% 1663
2022
Q4 		$269 Sell
17
-2
-11% -$37 ﹤0.01% 1494
2022
Q3 		$0 Sell
19
-3
-14% -$69 ﹤0.01% 1443
2022
Q2 		$1K Buy
22
+11
+100% +$298 ﹤0.01% 1100
2022
Q1 		$0 Buy
11
+7
+175% +$213 ﹤0.01% 1165
2021
Q4 		$0 Buy
+4
New +$163 ﹤0.01% 1103

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schubert & Co's GDOT Position: Q2 2023 in Review

Schubert & Co sold out of Green Dot (GDOT) in Q2 2023, closing a stake of 1 share — an estimated $18 sold.

Schubert & Co first reported a position in GDOT in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 175 funds tracked by Wall St. Rank hold GDOT as of Q2 2023.

  • Schubert & Co reported no remaining Green Dot position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 1 Green Dot share in Q2 2023, an estimated $18.
  • Schubert & Co first reported a position in Green Dot in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Green Dot position peaked at $1K in Q2 2022.
  • 175 funds tracked by Wall St. Rank held Green Dot as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.