Allen Investment Management’s Insulet PODD Stock Holding History

Allen Investment Management’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	-5,400	Closed	-$861K	–	223
2023 Q3	$861K	Hold	5,400	–	–	0.01%	143
2023 Q2	$1.56M	Hold	5,400	–	–	0.02%	110
2023 Q1	$1.72M	Hold	5,400	–	–	0.03%	105
2022 Q4	$1.59M	Hold	5,400	–	–	0.03%	101
2022 Q3	$1.24M	Hold	5,400	–	–	0.02%	114
2022 Q2	$1.18M	Hold	5,400	–	–	0.02%	127
2022 Q1	$1.44M	Hold	5,400	–	–	0.02%	118
2021 Q4	$1.44M	Buy	+5,400	New	+$1.57M	0.02%	130

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 $3.38T AUM 44.17% 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

Allen Investment Management's PODD Position: Q4 2023 in Review

Allen Investment Management sold out of Insulet (PODD) in Q4 2023, closing a stake of 5,400 shares — an estimated $861K sold.

Allen Investment Management first reported a position in PODD in Q4 2021 and held it in 8 quarters. The position peaked at $1.72M in Q1 2023. 591 funds tracked by Wall St. Rank hold PODD as of Q4 2023.

Allen Investment Management reported no remaining Insulet position as of Q4 2023 after selling out during the quarter.
Allen Investment Management sold 5,400 Insulet shares in Q4 2023, an estimated $861K.
Allen Investment Management first reported a position in Insulet in Q4 2021 and held it in 8 quarters.
Allen Investment Management's Insulet position peaked at $1.72M in Q1 2023.
591 funds tracked by Wall St. Rank held Insulet as of Q4 2023.

Based on Allen Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.