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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

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SummerHaven Investment Management's GDOT Position: Q3 2024 in Review

SummerHaven Investment Management sold out of Green Dot (GDOT) in Q3 2024, closing a stake of 39,707 shares — an estimated $375K sold.

SummerHaven Investment Management first reported a position in GDOT in Q3 2022 and held it in 8 quarters. The position peaked at $564K in Q3 2022. 177 funds tracked by Wall St. Rank hold GDOT as of Q3 2024.

  • SummerHaven Investment Management reported no remaining Green Dot position as of Q3 2024 after selling out during the quarter.
  • SummerHaven Investment Management sold 39,707 Green Dot shares in Q3 2024, an estimated $375K.
  • SummerHaven Investment Management first reported a position in Green Dot in Q3 2022 and held it in 8 quarters.
  • SummerHaven Investment Management's Green Dot position peaked at $564K in Q3 2022.
  • 177 funds tracked by Wall St. Rank held Green Dot as of Q3 2024.

Based on SummerHaven Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.