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

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Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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