Affinity Asset Advisors’s Insulet PODD Stock Holding History

Affinity Asset Advisors’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
2023 Q4	–	Sell	-5,000	Closed	-$797K	–	96
2023 Q3	$797K	Buy	+5,000	New	+$1.12M	0.22%	65

Other funds holding PODD

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Affinity Asset Advisors's PODD Position: Q4 2023 in Review

Affinity Asset Advisors sold out of Insulet (PODD) in Q4 2023, closing a stake of 5,000 shares — an estimated $797K sold.

Affinity Asset Advisors first reported a position in PODD in Q3 2023 and held it in 1 quarter. The position peaked at $797K in Q3 2023. 591 funds tracked by Wall St. Rank hold PODD as of Q4 2023.

Affinity Asset Advisors reported no remaining Insulet position as of Q4 2023 after selling out during the quarter.
Affinity Asset Advisors sold 5,000 Insulet shares in Q4 2023, an estimated $797K.
Affinity Asset Advisors first reported a position in Insulet in Q3 2023 and held it in 1 quarter.
Affinity Asset Advisors's Insulet position peaked at $797K in Q3 2023.
591 funds tracked by Wall St. Rank held Insulet as of Q4 2023.

Based on Affinity Asset Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.