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Bellevue Asset Management (Switzerland)’s Insulet PODD Stock Holding History

Bellevue Asset Management (Switzerland)’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
2015
Q4 		$794K Sell
21,000
-1,500
-7% -$50.5K 0.12% 109
2015
Q3 		$583K Sell
22,500
-30,000
-57% -$910K 0.1% 119
2015
Q2 		$1.63M Hold
52,500
– – 0.23% 97
2015
Q1 		$1.75M Buy
+52,500
New +$1.77M 0.24% 95

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bellevue Asset Management (Switzerland)'s PODD Position: Q4 2015 in Review

Bellevue Asset Management (Switzerland) reduced its Insulet (PODD) stake by 6.7% in Q4 2015, selling an estimated $50.5K and leaving 21,000 shares worth $794K. The position accounts for 0.12% of the portfolio, ranked #109.

Bellevue Asset Management (Switzerland) first reported a position in PODD in Q1 2015 and has held it in 4 quarters since. The position peaked at $1.75M in Q1 2015. 162 funds tracked by Wall St. Rank hold PODD as of Q4 2015.

  • Bellevue Asset Management (Switzerland) held 21,000 shares of Insulet worth $794K as of Q4 2015.
  • Bellevue Asset Management (Switzerland) sold 1,500 Insulet shares in Q4 2015, an estimated $50.5K.
  • Insulet made up 0.12% of Bellevue Asset Management (Switzerland)'s portfolio in Q4 2015, its #109 holding.
  • Bellevue Asset Management (Switzerland) first reported a position in Insulet in Q1 2015 and has held it in 4 quarters since.
  • Bellevue Asset Management (Switzerland)'s Insulet position peaked at $1.75M in Q1 2015.
  • 162 funds tracked by Wall St. Rank held Insulet as of Q4 2015.

Based on Bellevue Asset Management (Switzerland)'s 13F filing for Q4 2015, filed 12 Feb 2016.