Caldwell Trust’s Insulet PODD Stock Holding History

Caldwell Trust’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
2020 Q2	–	Sell	-180	Closed	-$29.8K	–	786
2020 Q1	$29.8K	Hold	180	–	–	0.01%	483
2019 Q4	$30.8K	Buy	+180	New	+$30K	﹤0.01%	530

Other funds holding PODD

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Caldwell Trust's PODD Position: Q2 2020 in Review

Caldwell Trust sold out of Insulet (PODD) in Q2 2020, closing a stake of 180 shares — an estimated $29.8K sold.

Caldwell Trust first reported a position in PODD in Q4 2019 and held it in 2 quarters. The position peaked at $30.8K in Q4 2019. 423 funds tracked by Wall St. Rank hold PODD as of Q2 2020.

Caldwell Trust reported no remaining Insulet position as of Q2 2020 after selling out during the quarter.
Caldwell Trust sold 180 Insulet shares in Q2 2020, an estimated $29.8K.
Caldwell Trust first reported a position in Insulet in Q4 2019 and held it in 2 quarters.
Caldwell Trust's Insulet position peaked at $30.8K in Q4 2019.
423 funds tracked by Wall St. Rank held Insulet as of Q2 2020.

Based on Caldwell Trust's 13F filing for Q2 2020, filed 2 Oct 2025.