AtonRa Partners’s Insulet PODD Stock Holding History

AtonRa Partners’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	$745K	Sell	3,434 -278	-7%	-$47.7K	1.48%	12
2023 Q3	$592K	Sell	3,712 -143	-4%	-$32K	1.24%	18
2023 Q2	$1.11M	Sell	3,855 -917	-19%	-$279K	1.72%	9
2023 Q1	$1.52M	Sell	4,772 -671	-12%	-$199K	2.22%	2
2022 Q4	$1.6M	Sell	5,443 -359	-6%	-$99K	2.04%	6
2022 Q3	$1.33M	Sell	5,802 -467	-7%	-$117K	1.31%	15
2022 Q2	$1.37M	Sell	6,269 -7,460	-54%	-$1.7M	1.26%	19
2022 Q1	$3.66M	Sell	13,729 -4,629	-25%	-$1.14M	1.99%	7
2021 Q4	$4.88M	Buy	18,358 +703	+4%	+$204K	1.7%	12
2021 Q3	$5.02M	Buy	17,655 +2,129	+14%	+$607K	1.68%	12
2021 Q2	$4.26M	Sell	15,526 -604	-4%	-$164K	1.56%	13
2021 Q1	$4.21M	Sell	16,130 -6,170	-28%	-$1.65M	1.88%	4
2020 Q4	$5.7M	Buy	+22,300	New	+$5.53M	2.8%	3

Other funds holding PODD

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AtonRa Partners's PODD Position: Q4 2023 in Review

AtonRa Partners reduced its Insulet (PODD) stake by 7.5% in Q4 2023, selling an estimated $47.7K and leaving 3,434 shares worth $745K. The position accounts for 1.48% of the portfolio, ranked #12.

AtonRa Partners first reported a position in PODD in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.7M in Q4 2020. 591 funds tracked by Wall St. Rank hold PODD as of Q4 2023.

AtonRa Partners held 3,434 shares of Insulet worth $745K as of Q4 2023.
AtonRa Partners sold 278 Insulet shares in Q4 2023, an estimated $47.7K.
Insulet made up 1.48% of AtonRa Partners's portfolio in Q4 2023, its #12 holding.
AtonRa Partners first reported a position in Insulet in Q4 2020 and has held it in 13 quarters since.
AtonRa Partners's Insulet position peaked at $5.7M in Q4 2020.
591 funds tracked by Wall St. Rank held Insulet as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.