UFF
GDOT icon

USA Financial Formulas’s Green Dot GDOT Stock Holding History

USA Financial Formulas’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
2020
Q4 		– Sell
-3,148
Closed -$159K – 354
2020
Q3 		$159K Buy
+3,148
New +$161K 0.12% 107
2018
Q3 		– Sell
-4,493
Closed -$288K – 318
2018
Q2 		$288K Sell
4,493
-14
-0.3% -$965 0.07% 249
2018
Q1 		$289K Sell
4,507
-397
-8% -$25K 0.07% 249
2017
Q4 		$296K Sell
4,904
-11,173
-69% -$655K 0.07% 224
2017
Q3 		$797K Buy
+16,077
New +$713K 0.19% 105
2017
Q2 		– Sell
-16,574
Closed -$553K – 259
2017
Q1 		$553K Buy
+16,574
New +$469K 0.13% 139

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 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
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

USA Financial Formulas's GDOT Position: Q4 2020 in Review

USA Financial Formulas sold out of Green Dot (GDOT) in Q4 2020, closing a stake of 3,148 shares — an estimated $159K sold.

USA Financial Formulas first reported a position in GDOT in Q1 2017 and held it in 6 quarters. The position peaked at $797K in Q3 2017. 265 funds tracked by Wall St. Rank hold GDOT as of Q4 2020.

  • USA Financial Formulas reported no remaining Green Dot position as of Q4 2020 after selling out during the quarter.
  • USA Financial Formulas sold 3,148 Green Dot shares in Q4 2020, an estimated $159K.
  • USA Financial Formulas first reported a position in Green Dot in Q1 2017 and held it in 6 quarters.
  • USA Financial Formulas's Green Dot position peaked at $797K in Q3 2017.
  • 265 funds tracked by Wall St. Rank held Green Dot as of Q4 2020.

Based on USA Financial Formulas's 13F filing for Q4 2020, filed 29 Jan 2021.