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Cary Street Partners Investment Advisory’s Insulet PODD Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-11
Closed -$1.75K – 1495
2023
Q3 		$1.75K Buy
11
+1
+10% +$224 ﹤0.01% 1677
2023
Q2 		$2.88K Hold
10
– – ﹤0.01% 1532
2023
Q1 		$3.19K Hold
10
– – ﹤0.01% 1421
2022
Q4 		$2.94K Buy
+10
New +$2.76K ﹤0.01% 1441

Other funds holding PODD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's PODD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Insulet (PODD) in Q4 2023, closing a stake of 11 shares — an estimated $1.75K sold.

Cary Street Partners Investment Advisory first reported a position in PODD in Q4 2022 and held it in 4 quarters. The position peaked at $3.19K in Q1 2023. 592 funds tracked by Wall St. Rank hold PODD as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Insulet position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 11 Insulet shares in Q4 2023, an estimated $1.75K.
  • Cary Street Partners Investment Advisory first reported a position in Insulet in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Insulet position peaked at $3.19K in Q1 2023.
  • 592 funds tracked by Wall St. Rank held Insulet as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.