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Advisory Research’s Insulet PODD Stock Holding History

Advisory Research’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
2021
Q2 		– Sell
-844
Closed -$220K – 376
2021
Q1 		$220K Sell
844
-41
-5% -$11K 0.02% 320
2020
Q4 		$226K Sell
885
-258
-23% -$64K 0.02% 308
2020
Q3 		$270K Sell
1,143
-885
-44% -$186K 0.03% 281
2020
Q2 		$394K Sell
2,028
-677
-25% -$129K 0.04% 262
2020
Q1 		$448K Sell
2,705
-1,478
-35% -$270K 0.03% 203
2019
Q4 		$716K Sell
4,183
-907
-18% -$151K 0.03% 209
2019
Q3 		$839K Sell
5,090
-1,472
-22% -$207K 0.04% 209
2019
Q2 		$783K Sell
6,562
-56
-0.8% -$5.74K 0.02% 272
2019
Q1 		$629K Buy
6,618
+2,342
+55% +$201K 0.01% 274
2018
Q4 		$339K Buy
4,276
+733
+21% +$62K 0.01% 326
2018
Q3 		$375K Sell
3,543
-34,360
-91% -$3.22M 0.01% 324
2018
Q2 		$3.25M Sell
37,903
-26,302
-41% -$2.36M 0.05% 180
2018
Q1 		$5.57M Buy
64,205
+6,336
+11% +$492K 0.1% 136
2017
Q4 		$3.99M Sell
57,869
-10,363
-15% -$680K 0.07% 165
2017
Q3 		$3.76M Buy
68,232
+2,632
+4% +$144K 0.06% 169
2017
Q2 		$3.37M Buy
65,600
+33,539
+105% +$1.46M 0.05% 178
2017
Q1 		$1.38M Buy
+32,061
New +$1.38M 0.02% 295

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Research's PODD Position: Q2 2021 in Review

Advisory Research sold out of Insulet (PODD) in Q2 2021, closing a stake of 844 shares — an estimated $220K sold.

Advisory Research first reported a position in PODD in Q1 2017 and held it in 17 quarters. The position peaked at $5.57M in Q1 2018. 463 funds tracked by Wall St. Rank hold PODD as of Q2 2021.

  • Advisory Research reported no remaining Insulet position as of Q2 2021 after selling out during the quarter.
  • Advisory Research sold 844 Insulet shares in Q2 2021, an estimated $220K.
  • Advisory Research first reported a position in Insulet in Q1 2017 and held it in 17 quarters.
  • Advisory Research's Insulet position peaked at $5.57M in Q1 2018.
  • 463 funds tracked by Wall St. Rank held Insulet as of Q2 2021.

Based on Advisory Research's 13F filing for Q2 2021, filed 16 Aug 2021.