EIM
Essex Investment Management’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,336
| Closed | -$2.56M | – | 437 |
|
|
2021
Q2 | $2.56M | Buy |
9,336
+1,900
| +26% | +$522K | 0.3% | 108 |
|
|
2021
Q1 | $1.94M | Sell |
7,436
-6,759
| -48% | -$1.76M | 0.24% | 146 |
|
|
2020
Q4 | $3.63M | Buy |
14,195
+371
| +3% | +$94.8K | 0.45% | 66 |
|
|
2020
Q3 | $3.27M | Sell |
13,824
-663
| -5% | -$157K | 0.47% | 51 |
|
|
2020
Q2 | $2.81M | Sell |
14,487
-6,908
| -32% | -$1.34M | 0.46% | 64 |
|
|
2020
Q1 | $3.55M | Sell |
21,395
-1,908
| -8% | -$316K | 0.72% | 29 |
|
|
2019
Q4 | $3.99M | Sell |
23,303
-7,918
| -25% | -$1.36M | 0.49% | 49 |
|
|
2019
Q3 | $5.15M | Sell |
31,221
-14,545
| -32% | -$2.4M | 0.74% | 24 |
|
|
2019
Q2 | $5.46M | Sell |
45,766
-23,103
| -34% | -$2.76M | 0.75% | 23 |
|
|
2019
Q1 | $6.55M | Sell |
68,869
-2,088
| -3% | -$199K | 0.97% | 17 |
|
|
2018
Q4 | $5.63M | Buy |
70,957
+3,471
| +5% | +$275K | 0.88% | 20 |
|
|
2018
Q3 | $7.15M | Sell |
67,486
-6,761
| -9% | -$716K | 0.84% | 21 |
|
|
2018
Q2 | $6.36M | Sell |
74,247
-294
| -0.4% | -$25.2K | 0.8% | 26 |
|
|
2018
Q1 | $6.46M | Sell |
74,541
-2,553
| -3% | -$221K | 0.85% | 27 |
|
|
2017
Q4 | $5.32M | Buy |
77,094
+4,678
| +6% | +$323K | 0.7% | 31 |
|
|
2017
Q3 | $3.99M | Buy |
72,416
+2,235
| +3% | +$123K | 0.54% | 40 |
|
|
2017
Q2 | $3.6M | Sell |
70,181
-2,494
| -3% | -$128K | 0.52% | 43 |
|
|
2017
Q1 | $3.13M | Buy |
72,675
+5,739
| +9% | +$247K | 0.49% | 47 |
|
|
2016
Q4 | $2.52M | Buy |
66,936
+30,579
| +84% | +$1.15M | 0.42% | 60 |
|
|
2016
Q3 | $1.49M | Sell |
36,357
-1,808
| -5% | -$74K | 0.24% | 105 |
|
|
2016
Q2 | $1.15M | Sell |
38,165
-228
| -0.6% | -$6.89K | 0.19% | 123 |
|
|
2016
Q1 | $1.27M | Sell |
38,393
-909
| -2% | -$30.1K | 0.22% | 100 |
|
|
2015
Q4 | $1.49M | Buy |
39,302
+30,489
| +346% | +$1.15M | 0.23% | 102 |
|
|
2015
Q3 | $228K | Hold |
8,813
| – | – | 0.04% | 283 |
|
|
2015
Q2 | $273K | Sell |
8,813
-145
| -2% | -$4.49K | 0.04% | 278 |
|
|
2015
Q1 | $299K | Sell |
8,958
-1,500
| -14% | -$50.1K | 0.04% | 276 |
|
|
2014
Q4 | $482K | Hold |
10,458
| – | – | 0.07% | 229 |
|
|
2014
Q3 | $385K | Hold |
10,458
| – | – | 0.06% | 258 |
|
|
2014
Q2 | $415K | Sell |
10,458
-5,800
| -36% | -$230K | 0.06% | 263 |
|
|
2014
Q1 | $771K | Sell |
16,258
-550
| -3% | -$26.1K | 0.11% | 214 |
|
|
2013
Q4 | $624K | Hold |
16,808
| – | – | 0.09% | 249 |
|
|
2013
Q3 | $609K | Sell |
16,808
-100
| -0.6% | -$3.62K | 0.09% | 230 |
|
|
2013
Q2 | $531K | Buy |
+16,908
| New | +$531K | 0.09% | 218 |
|