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CSat Investment Advisory’s Insulet PODD Stock Holding History

CSat 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
2020
Q4 		– Sell
-621
Closed -$147K – 842
2020
Q3 		$147K Buy
621
+56
+10% +$11.8K 0.01% 339
2020
Q2 		$110K Buy
565
+331
+141% +$63.3K 0.01% 436
2020
Q1 		$39K Buy
234
+37
+19% +$6.76K 0.01% 587
2019
Q4 		$34K Buy
197
+24
+14% +$4K 0.01% 670
2019
Q3 		$29K Buy
173
+24
+16% +$3.37K 0.01% 645
2019
Q2 		$18K Buy
+149
New +$15.3K 0.01% 717

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

CSat Investment Advisory's PODD Position: Q4 2020 in Review

CSat Investment Advisory sold out of Insulet (PODD) in Q4 2020, closing a stake of 621 shares — an estimated $147K sold.

CSat Investment Advisory first reported a position in PODD in Q2 2019 and held it in 6 quarters. The position peaked at $147K in Q3 2020. 465 funds tracked by Wall St. Rank hold PODD as of Q4 2020.

  • CSat Investment Advisory reported no remaining Insulet position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 621 Insulet shares in Q4 2020, an estimated $147K.
  • CSat Investment Advisory first reported a position in Insulet in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Insulet position peaked at $147K in Q3 2020.
  • 465 funds tracked by Wall St. Rank held Insulet as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.