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Concourse Financial Group Securities’s Insulet PODD Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-41
Closed -$11.4K – 1531
2024
Q4 		$11.4K Hold
41
– – ﹤0.01% 1686
2024
Q3 		$9.54K Sell
41
-4
-9% -$821 ﹤0.01% 1702
2024
Q2 		$9.08K Hold
45
– – ﹤0.01% 1710
2024
Q1 		$7.71K Sell
45
-96
-68% -$17.9K ﹤0.01% 1785
2023
Q4 		$30.6K Buy
141
+101
+253% +$17.3K ﹤0.01% 1340
2023
Q3 		$6.38K Hold
40
– – ﹤0.01% 1752
2023
Q2 		$11.5K Hold
40
– – ﹤0.01% 1608
2023
Q1 		$12.8K Hold
40
– – ﹤0.01% 1596
2022
Q4 		$11.8K Hold
40
– – ﹤0.01% 1609
2022
Q3 		$9K Hold
40
– – ﹤0.01% 1515
2022
Q2 		$9K Sell
40
-142
-78% -$32.3K ﹤0.01% 1696
2022
Q1 		$48K Sell
182
-41
-18% -$10.1K ﹤0.01% 1161
2021
Q4 		$59K Buy
223
+12
+6% +$3.48K ﹤0.01% 1216
2021
Q3 		$60K Buy
211
+141
+201% +$40.2K ﹤0.01% 1231
2021
Q2 		$19K Sell
70
-150
-68% -$40.8K ﹤0.01% 1665
2021
Q1 		$57K Sell
220
-40
-15% -$10.7K ﹤0.01% 1175
2020
Q4 		$66K Sell
260
-37
-12% -$9.18K 0.01% 1064
2020
Q3 		$70K Hold
297
– – 0.01% 917
2020
Q2 		$58K Sell
297
-2
-0.7% -$382 0.01% 933
2020
Q1 		$50K Sell
299
-22
-7% -$4.02K 0.01% 912
2019
Q4 		$55K Buy
321
+215
+203% +$35.8K 0.01% 914
2019
Q3 		$17K Sell
106
-215
-67% -$30.2K ﹤0.01% 1010
2019
Q2 		$38K Sell
321
-85
-21% -$8.71K ﹤0.01% 965
2019
Q1 		$38K Buy
406
+31
+8% +$2.66K ﹤0.01% 979
2018
Q4 		$29K Hold
375
– – ﹤0.01% 998
2018
Q3 		$40K Buy
+375
New +$35.1K 0.01% 640

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Concourse Financial Group Securities's PODD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Insulet (PODD) in Q1 2025, closing a stake of 41 shares — an estimated $11.4K sold.

Concourse Financial Group Securities first reported a position in PODD in Q3 2018 and held it in 26 quarters. The position peaked at $70K in Q3 2020. 718 funds tracked by Wall St. Rank hold PODD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Insulet position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 41 Insulet shares in Q1 2025, an estimated $11.4K.
  • Concourse Financial Group Securities first reported a position in Insulet in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Insulet position peaked at $70K in Q3 2020.
  • 718 funds tracked by Wall St. Rank held Insulet as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.