Connectus Wealth’s Insulet PODD Stock Holding History

Connectus Wealth’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 Q3	–	Sell	-1,300	Closed	-$375K	–	520
2023 Q2	$375K	Hold	1,300	–	–	0.01%	374
2023 Q1	$415K	Sell	1,300 -200	-13%	-$59.3K	0.01%	359
2022 Q4	$442K	Hold	1,500	–	–	0.01%	349
2022 Q3	$344K	Hold	1,500	–	–	0.01%	441
2022 Q2	$327K	Buy	+1,500	New	+$341K	0.01%	373

Other funds holding PODD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Connectus Wealth's PODD Position: Q3 2023 in Review

Connectus Wealth sold out of Insulet (PODD) in Q3 2023, closing a stake of 1,300 shares — an estimated $375K sold.

Connectus Wealth first reported a position in PODD in Q2 2022 and held it in 5 quarters. The position peaked at $442K in Q4 2022. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

Connectus Wealth reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
Connectus Wealth sold 1,300 Insulet shares in Q3 2023, an estimated $375K.
Connectus Wealth first reported a position in Insulet in Q2 2022 and held it in 5 quarters.
Connectus Wealth's Insulet position peaked at $442K in Q4 2022.
528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Connectus Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.