Echo Street Capital Management’s Insulet PODD Stock Holding History

Echo Street Capital Management’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	-456,023	Closed	-$72.7M	–	329
2023 Q3	$72.7M	Buy	456,023 +14,444	+3%	+$3.23M	0.68%	49
2023 Q2	$127M	Buy	441,579 +56,550	+15%	+$17.2M	1.09%	34
2023 Q1	$123M	Sell	385,029 -64,152	-14%	-$19M	1.11%	41
2022 Q4	$132M	Sell	449,181 -45,725	-9%	-$12.6M	1.28%	32
2022 Q3	$114M	Sell	494,906 -312,737	-39%	-$78.3M	1.09%	38
2022 Q2	$176M	Buy	807,643 +5,209	+0.6%	+$1.18M	1.6%	10
2022 Q1	$214M	Buy	802,434 +303,355	+61%	+$74.5M	1.54%	10
2021 Q4	$133M	Buy	499,079 +283,728	+132%	+$82.3M	0.89%	47
2021 Q3	$61.2M	Buy	215,351 +214,060	+16,581%	+$61.1M	0.43%	88
2021 Q2	$354K	Buy	+1,291	New	+$351K	﹤0.01%	457

Other funds holding PODD

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Echo Street Capital Management's PODD Position: Q4 2023 in Review

Echo Street Capital Management sold out of Insulet (PODD) in Q4 2023, closing a stake of 456,023 shares — an estimated $72.7M sold.

Echo Street Capital Management first reported a position in PODD in Q2 2021 and held it in 10 quarters. The position peaked at $214M in Q1 2022. 591 funds tracked by Wall St. Rank hold PODD as of Q4 2023.

Echo Street Capital Management reported no remaining Insulet position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 456,023 Insulet shares in Q4 2023, an estimated $72.7M.
Echo Street Capital Management first reported a position in Insulet in Q2 2021 and held it in 10 quarters.
Echo Street Capital Management's Insulet position peaked at $214M in Q1 2022.
591 funds tracked by Wall St. Rank held Insulet as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.