Boston Financial Management’s Insulet PODD Stock Holding History

Boston Financial 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
2024 Q4	$955K	Hold	3,657	–	–	0.03%	197
2024 Q3	$851K	Hold	3,657	–	–	0.03%	206
2024 Q2	$738K	Buy	3,657 +3	+0.1%	+$541	0.02%	216
2024 Q1	$626K	Hold	3,654	–	–	0.02%	232
2023 Q4	$793K	Hold	3,654	–	–	0.03%	207
2023 Q3	$583K	Sell	3,654 -10	-0.3%	-$2.24K	0.02%	216
2023 Q2	$1.06M	Buy	3,664 +2	+0.1%	+$607	0.04%	181
2023 Q1	$1.17M	Sell	3,662 -4	-0.1%	-$1.19K	0.05%	165
2022 Q4	$1.08M	Hold	3,666	–	–	0.04%	171
2022 Q3	$841K	Sell	3,666 -496	-12%	-$124K	0.04%	178
2022 Q2	$907K	Buy	4,162 +8	+0.2%	+$1.82K	0.04%	164
2022 Q1	$1.11M	Buy	4,154 +3,114	+299%	+$764K	0.04%	155
2021 Q4	$277K	Buy	1,040 +1	+0.1%	+$290	0.01%	236
2021 Q3	$295K	Hold	1,039	–	–	0.01%	223
2021 Q2	$285K	Hold	1,039	–	–	0.01%	218
2021 Q1	$271K	Sell	1,039 -2,000	-66%	-$536K	0.01%	211
2020 Q4	$777K	Hold	3,039	–	–	0.04%	138
2020 Q3	$719K	Buy	+3,039	New	+$640K	0.04%	140

Other funds holding PODD

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Boston Financial Management's PODD Position: Q4 2024 in Review

Boston Financial Management held its Insulet (PODD) position steady in Q4 2024 at 3,657 shares worth $955K. The position accounts for 0.03% of the portfolio, ranked #197.

Boston Financial Management first reported a position in PODD in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.17M in Q1 2023. 683 funds tracked by Wall St. Rank hold PODD as of Q4 2024.

Boston Financial Management held 3,657 shares of Insulet worth $955K as of Q4 2024.
Boston Financial Management left its Insulet share count unchanged in Q4 2024.
Insulet made up 0.03% of Boston Financial Management's portfolio in Q4 2024, its #197 holding.
Boston Financial Management first reported a position in Insulet in Q3 2020 and has held it in 18 quarters since.
Boston Financial Management's Insulet position peaked at $1.17M in Q1 2023.
683 funds tracked by Wall St. Rank held Insulet as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.