Steward Financial Group’s Green Dot GDOT Stock Holding History

Steward Financial Group’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	-3	Closed	–	–	675
2023 Q1	$0	Buy	+3	New	+$52	﹤0.01%	794
2022 Q3	–	Sell	-8	Closed	–	–	560
2022 Q2	$0	Buy	+8	New	+$216	﹤0.01%	1114

Other funds holding GDOT

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Steward Financial Group's GDOT Position: Q2 2023 in Review

Steward Financial Group sold out of Green Dot (GDOT) in Q2 2023, closing a stake of 3 shares.

Steward Financial Group first reported a position in GDOT in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 175 funds tracked by Wall St. Rank hold GDOT as of Q2 2023.

Steward Financial Group reported no remaining Green Dot position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 3 Green Dot shares in Q2 2023.
Steward Financial Group first reported a position in Green Dot in Q2 2022 and held it in 2 quarters.
Steward Financial Group's Green Dot position peaked at $0 in Q1 2023.
175 funds tracked by Wall St. Rank held Green Dot as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.