Silicon Valley Community Foundation’s Green Dot GDOT Stock Holding History

Silicon Valley Community Foundation’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
2024 Q4	–	Sell	-29,810	Closed	-$349K	–	10
2024 Q3	$349K	Sell	29,810 -385	-1%	-$4.02K	0.01%	18
2024 Q2	$285K	Sell	30,195 -450	-1%	-$4.18K	0.01%	19
2024 Q1	$286K	Sell	30,645 -498	-2%	-$4.39K	0.01%	18
2023 Q4	$308K	Sell	31,143 -526	-2%	-$5.48K	0.03%	18
2023 Q3	$441K	Sell	31,669 -565	-2%	-$9.31K	0.05%	14
2023 Q2	$604K	Sell	32,234 -660	-2%	-$11.7K	0.07%	13
2023 Q1	$565K	Sell	32,894 -770	-2%	-$13.5K	0.08%	15
2022 Q4	$533K	Hold	33,664	–	–	0.1%	15
2022 Q3	$639K	Sell	33,664 -633	-2%	-$14.6K	0.08%	19
2022 Q2	$861K	Sell	34,297 -500	-1%	-$13.5K	0.07%	24
2022 Q1	$956K	Sell	34,797 -482	-1%	-$14.6K	0.05%	24
2021 Q4	$1.28M	Buy	+35,279	New	+$1.44M	0.08%	65

Other funds holding GDOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Silicon Valley Community Foundation's GDOT Position: Q4 2024 in Review

Silicon Valley Community Foundation sold out of Green Dot (GDOT) in Q4 2024, closing a stake of 29,810 shares — an estimated $349K sold.

Silicon Valley Community Foundation first reported a position in GDOT in Q4 2021 and held it in 12 quarters. The position peaked at $1.28M in Q4 2021. 180 funds tracked by Wall St. Rank hold GDOT as of Q4 2024.

Silicon Valley Community Foundation reported no remaining Green Dot position as of Q4 2024 after selling out during the quarter.
Silicon Valley Community Foundation sold 29,810 Green Dot shares in Q4 2024, an estimated $349K.
Silicon Valley Community Foundation first reported a position in Green Dot in Q4 2021 and held it in 12 quarters.
Silicon Valley Community Foundation's Green Dot position peaked at $1.28M in Q4 2021.
180 funds tracked by Wall St. Rank held Green Dot as of Q4 2024.

Based on Silicon Valley Community Foundation's 13F filing for Q4 2024, filed 18 Feb 2025.