Bourgeon Capital Management’s Insulet PODD Stock Holding History

Bourgeon Capital 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 Q1	–	Sell	-20	Closed	-$4.34K	–	299
2023 Q4	$4.34K	Hold	20	–	–	﹤0.01%	273
2023 Q3	$3.19K	Hold	20	–	–	﹤0.01%	273
2023 Q2	$5.77K	Hold	20	–	–	﹤0.01%	272
2023 Q1	$6.38K	Hold	20	–	–	﹤0.01%	253
2022 Q4	$5.89K	Hold	20	–	–	﹤0.01%	265
2022 Q3	$5K	Hold	20	–	–	﹤0.01%	263
2022 Q2	$4K	Hold	20	–	–	﹤0.01%	260
2022 Q1	$5K	Hold	20	–	–	﹤0.01%	254
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	238
2021 Q3	$6K	Sell	20 -15	-43%	-$4.28K	﹤0.01%	247
2021 Q2	$10K	Hold	35	–	–	﹤0.01%	231
2021 Q1	$9K	Hold	35	–	–	﹤0.01%	231
2020 Q4	$9K	Hold	35	–	–	﹤0.01%	219
2020 Q3	$8K	Hold	35	–	–	﹤0.01%	225
2020 Q2	$7K	Hold	35	–	–	﹤0.01%	205
2020 Q1	$6K	Hold	35	–	–	﹤0.01%	204
2019 Q4	$6K	Hold	35	–	–	﹤0.01%	201
2019 Q3	$6K	Buy	+35	New	+$4.92K	﹤0.01%	196

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bourgeon Capital Management's PODD Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Insulet (PODD) in Q1 2024, closing a stake of 20 shares — an estimated $4.34K sold.

Bourgeon Capital Management first reported a position in PODD in Q3 2019 and held it in 18 quarters. The position peaked at $10K in Q2 2021. 563 funds tracked by Wall St. Rank hold PODD as of Q1 2024.

Bourgeon Capital Management reported no remaining Insulet position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 20 Insulet shares in Q1 2024, an estimated $4.34K.
Bourgeon Capital Management first reported a position in Insulet in Q3 2019 and held it in 18 quarters.
Bourgeon Capital Management's Insulet position peaked at $10K in Q2 2021.
563 funds tracked by Wall St. Rank held Insulet as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.