Ownership history in SHELL ASSET MANAGEMENT CO Β· 25 quarters on record
This page tracks every 13F SEC filing in which SHELL ASSET MANAGEMENT CO reported a position in GREEN DOT CORP (GDOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SHELL ASSET MANAGEMENT CO underperformed the S&P 500 by β16.7% annually on this GDOT position. Timing score: 35% (7/20 decisions correct). Average cost basis: $20.49. Maximum drawdown during holding period: β90.5%.
β Significantly underperformed the S&P 500 by 16.7% ann.
24 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 20 add/trim decisions correct
Best entry: $20.49 (2014 Q4) Β· Worst: $20.49 (2014 Q4)
πͺ Held through 2 major drawdowns (>20%).
1 add Β· 20 trims. Bought during 0 of 10 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size