Berman Capital Advisors’s Insulet PODD Stock Holding History

Berman Capital Advisors’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
2021 Q3	$273K	Buy	965 +581	+151%	+$166K	0.04%	217
2021 Q2	$105K	Buy	384 +258	+205%	+$70.1K	0.02%	373
2021 Q1	$32K	Buy	126 +93	+282%	+$24.9K	0.01%	634
2020 Q4	$8K	Hold	33	–	–	﹤0.01%	1010
2020 Q3	$7K	Hold	33	–	–	﹤0.01%	931
2020 Q2	$6K	Buy	33 +6	+22%	+$1.15K	﹤0.01%	942
2020 Q1	$4K	Hold	27	–	–	﹤0.01%	958
2019 Q4	$4K	Hold	27	–	–	﹤0.01%	1038
2019 Q3	$4K	Hold	27	–	–	﹤0.01%	1017
2019 Q2	$3K	Buy	27 +13	+93%	+$1.33K	﹤0.01%	1119
2019 Q1	$1K	Buy	+14	New	+$1.2K	﹤0.01%	1252

Other funds holding PODD

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's PODD Position: Q3 2021 in Review

Berman Capital Advisors increased its Insulet (PODD) stake by 151% in Q3 2021, buying an estimated $166K and bringing the position to 965 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #217.

Berman Capital Advisors first reported a position in PODD in Q1 2019 and has held it in 11 quarters since. 433 funds tracked by Wall St. Rank hold PODD as of Q3 2021.

Berman Capital Advisors held 965 shares of Insulet worth $273K as of Q3 2021.
Berman Capital Advisors bought 581 Insulet shares in Q3 2021, an estimated $166K.
Insulet made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #217 holding.
Berman Capital Advisors first reported a position in Insulet in Q1 2019 and has held it in 11 quarters since.
433 funds tracked by Wall St. Rank held Insulet as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.