Ergoteles’s Insulet PODD Stock Holding History

Ergoteles’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 Q2	–	Sell	-148,849	Closed	-$47.5M	–	1411
2023 Q1	$47.5M	Buy	148,849 +142,617	+2,288%	+$42.3M	1.86%	3
2022 Q4	$1.83M	Buy	6,232 +2,134	+52%	+$589K	0.07%	300
2022 Q3	$940K	Buy	+4,098	New	+$1.03M	0.03%	508

Other funds holding PODD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Ergoteles's PODD Position: Q2 2023 in Review

Ergoteles sold out of Insulet (PODD) in Q2 2023, closing a stake of 148,849 shares — an estimated $47.5M sold.

Ergoteles first reported a position in PODD in Q3 2022 and held it in 3 quarters. The position peaked at $47.5M in Q1 2023. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

Ergoteles reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 148,849 Insulet shares in Q2 2023, an estimated $47.5M.
Ergoteles first reported a position in Insulet in Q3 2022 and held it in 3 quarters.
Ergoteles's Insulet position peaked at $47.5M in Q1 2023.
578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.