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SummerHaven Investment Management’s Green Dot GDOT Stock Holding History

SummerHaven Investment Management’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
Q3 		– Sell
-39,707
Closed -$375K – 228
2024
Q2 		$375K Buy
39,707
+1,524
+4% +$14.2K 0.25% 178
2024
Q1 		$356K Buy
38,183
+1,027
+3% +$9.05K 0.22% 184
2023
Q4 		$368K Buy
37,156
+1,163
+3% +$12.1K 0.24% 191
2023
Q3 		$501K Buy
35,993
+11,749
+48% +$194K 0.37% 183
2023
Q2 		$454K Sell
24,244
-7,077
-23% -$125K 0.29% 171
2023
Q1 		$538K Buy
31,321
+1,005
+3% +$17.6K 0.31% 178
2022
Q4 		$480K Buy
30,316
+607
+2% +$11.2K 0.29% 194
2022
Q3 		$564K Buy
+29,709
New +$685K 0.39% 188

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Goldman Sachs
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return