Bailard’s Insulet PODD Stock Holding History

Bailard’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 Q3	–	Sell	-937	Closed	-$270K	–	761
2023 Q2	$270K	Sell	937 -28	-3%	-$8.51K	0.01%	546
2023 Q1	$308K	Buy	965 +4	+0.4%	+$1.19K	0.01%	501
2022 Q4	$283K	Buy	961 +6	+0.6%	+$1.66K	0.01%	527
2022 Q3	$219K	Buy	955 +20	+2%	+$5.01K	0.01%	552
2022 Q2	$204K	Sell	935 -570	-38%	-$130K	0.01%	609
2022 Q1	$401K	Buy	+1,505	New	+$369K	0.01%	450

Other funds holding PODD

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

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

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

Bailard's PODD Position: Q3 2023 in Review

Bailard sold out of Insulet (PODD) in Q3 2023, closing a stake of 937 shares — an estimated $270K sold.

Bailard first reported a position in PODD in Q1 2022 and held it in 6 quarters. The position peaked at $401K in Q1 2022. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

Bailard reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
Bailard sold 937 Insulet shares in Q3 2023, an estimated $270K.
Bailard first reported a position in Insulet in Q1 2022 and held it in 6 quarters.
Bailard's Insulet position peaked at $401K in Q1 2022.
528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Bailard's 13F filing for Q3 2023, filed 24 Oct 2023.