AG
PODD icon

Advisor Group’s Insulet PODD Stock Holding History

Advisor Group’s Portfolio PODD Stock Details PODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$440K Sell
2,575
-64
-2% -$10.7K ﹤0.01% 1767
2019
Q3 		$435K Sell
2,639
-7,491
-74% -$1.05M ﹤0.01% 1727
2019
Q2 		$1.21M Buy
10,130
+8,139
+409% +$834K 0.01% 1010
2019
Q1 		$189K Buy
1,991
+1,118
+128% +$95.8K ﹤0.01% 2328
2018
Q4 		$70K Sell
873
-356
-29% -$30.1K ﹤0.01% 2950
2018
Q3 		$131K Buy
1,229
+581
+90% +$54.4K ﹤0.01% 2541
2018
Q2 		$56K Buy
648
+64
+11% +$5.74K ﹤0.01% 3006
2018
Q1 		$51K Buy
584
+55
+10% +$4.27K ﹤0.01% 3048
2017
Q4 		$36K Buy
529
+248
+88% +$16.3K ﹤0.01% 3312
2017
Q3 		$16K Buy
281
+200
+247% +$10.9K ﹤0.01% 3698
2017
Q2 		$3K Sell
81
-25
-24% -$1.08K ﹤0.01% 4424
2017
Q1 		$4K Buy
106
+27
+34% +$1.16K ﹤0.01% 4215
2016
Q4 		$3K Hold
79
– – ﹤0.01% 4126
2016
Q3 		$3K Hold
79
– – ﹤0.01% 4081
2016
Q2 		$2K Buy
+79
New +$2.46K ﹤0.01% 4116

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Advisor Group's PODD Position: Q4 2019 in Review

Advisor Group reduced its Insulet (PODD) stake by 2.4% in Q4 2019, selling an estimated $10.7K and leaving 2,575 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Advisor Group first reported a position in PODD in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.21M in Q2 2019. 376 funds tracked by Wall St. Rank hold PODD as of Q4 2019.

  • Advisor Group held 2,575 shares of Insulet worth $440K as of Q4 2019.
  • Advisor Group sold 64 Insulet shares in Q4 2019, an estimated $10.7K.
  • Insulet made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1767 holding.
  • Advisor Group first reported a position in Insulet in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Insulet position peaked at $1.21M in Q2 2019.
  • 376 funds tracked by Wall St. Rank held Insulet as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.