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Berkshire Asset Management’s Insulet PODD Stock Holding History

Berkshire Asset 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
Q3 		– Sell
-764
Closed -$220K – 229
2023
Q2 		$220K Buy
764
+35
+5% +$10.6K 0.01% 218
2023
Q1 		$233K Buy
+729
New +$216K 0.01% 209
2022
Q3 		– Sell
-974
Closed -$212K – 227
2022
Q2 		$212K Sell
974
-125
-11% -$28.4K 0.01% 212
2022
Q1 		$293K Buy
+1,099
New +$270K 0.02% 178

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Berkshire Asset Management's PODD Position: Q3 2023 in Review

Berkshire Asset Management sold out of Insulet (PODD) in Q3 2023, closing a stake of 764 shares — an estimated $220K sold.

Berkshire Asset Management first reported a position in PODD in Q1 2022 and held it in 4 quarters. The position peaked at $293K in Q1 2022. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

  • Berkshire Asset Management reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
  • Berkshire Asset Management sold 764 Insulet shares in Q3 2023, an estimated $220K.
  • Berkshire Asset Management first reported a position in Insulet in Q1 2022 and held it in 4 quarters.
  • Berkshire Asset Management's Insulet position peaked at $293K in Q1 2022.
  • 528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Berkshire Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.