Stephens Inc’s Green Dot GDOT Stock Holding History

Stephens Inc’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
2022 Q1	–	Sell	-15,000	Closed	-$544K	–	1346
2021 Q4	$544K	Sell	15,000 -25,000	-63%	-$1.02M	0.01%	820
2021 Q3	$2.01M	Sell	40,000 -50,000	-56%	-$2.41M	0.03%	465
2021 Q2	$4.22M	Hold	90,000	–	–	0.06%	310
2021 Q1	$4.12M	Buy	90,000 +8,875	+11%	+$462K	0.07%	288
2020 Q4	$4.53M	Buy	81,125 +56,125	+225%	+$3.19M	0.08%	257
2020 Q3	$1.26M	Buy	25,000 +15,000	+150%	+$769K	0.02%	491
2020 Q2	$491K	Hold	10,000	–	–	0.01%	705
2020 Q1	$254K	Hold	10,000	–	–	0.01%	821
2019 Q4	$233K	Buy	+10,000	New	+$249K	﹤0.01%	964
2019 Q3	–	Sell	-1,774	Closed	-$87K	–	1169
2019 Q2	$87K	Buy	1,774 +50	+3%	+$2.72K	﹤0.01%	1142
2019 Q1	$105K	Buy	+1,724	New	+$120K	﹤0.01%	1119
2017 Q2	–	Sell	-60,000	Closed	-$2M	–	878
2017 Q1	$2M	Buy	+60,000	New	+$1.7M	0.07%	284

Other funds holding GDOT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return