Winton Group’s Dave Inc DAVE Stock Holding History

Winton Group’s Portfolio DAVE Stock Details DAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,148	Closed	-$525K	–	654
2024 Q3	$525K	Sell	13,148 -9,825	-43%	-$355K	0.04%	435
2024 Q2	$696K	Buy	+22,973	New	+$933K	0.05%	383

Other funds holding DAVE

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Proem Advisors Dallas, Texas $1.68B AUM 199.97% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Winton Group's DAVE Position: Q4 2024 in Review

Winton Group sold out of Dave Inc (DAVE) in Q4 2024, closing a stake of 13,148 shares — an estimated $525K sold.

Winton Group first reported a position in DAVE in Q2 2024 and held it in 2 quarters. The position peaked at $696K in Q2 2024. 131 funds tracked by Wall St. Rank hold DAVE as of Q4 2024.

Winton Group reported no remaining Dave Inc position as of Q4 2024 after selling out during the quarter.
Winton Group sold 13,148 Dave Inc shares in Q4 2024, an estimated $525K.
Winton Group first reported a position in Dave Inc in Q2 2024 and held it in 2 quarters.
Winton Group's Dave Inc position peaked at $696K in Q2 2024.
131 funds tracked by Wall St. Rank held Dave Inc as of Q4 2024.

Based on Winton Group's 13F filing for Q4 2024, filed 12 Feb 2025.