FDx Advisors’s Insulet PODD Stock Holding History

FDx Advisors’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	-1,017	Closed	-$293K	–	742
2023 Q2	$293K	Buy	1,017 +223	+28%	+$67.7K	0.02%	598
2023 Q1	$234K	Hold	794	–	–	0.01%	656
2022 Q4	$234K	Buy	+794	New	+$219K	0.01%	656
2022 Q3	–	Sell	-971	Closed	-$212K	–	799
2022 Q2	$212K	Buy	971 +197	+25%	+$44.8K	0.01%	761
2022 Q1	$206K	Buy	+774	New	+$190K	0.01%	789
2021 Q2	–	Sell	-1,784	Closed	-$465K	–	852
2021 Q1	$465K	Buy	+1,784	New	+$478K	0.02%	485
2018 Q2	–	Sell	-3,103	Closed	-$269K	–	1041
2018 Q1	$269K	Sell	3,103 -931	-23%	-$72.3K	0.01%	1023
2017 Q4	$278K	Sell	4,034 -1,666	-29%	-$109K	0.01%	1075
2017 Q3	$314K	Buy	5,700 +5	+0.1%	+$273	0.01%	1024
2017 Q2	$292K	Sell	5,695 -408	-7%	-$17.7K	0.01%	995
2017 Q1	$263K	Sell	6,103 -899	-13%	-$38.6K	0.01%	1018
2016 Q4	$264K	Buy	7,002 +66	+1%	+$2.46K	0.01%	992
2016 Q3	$284K	Buy	+6,936	New	+$274K	0.01%	789

Other funds holding PODD

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

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

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

FDx Advisors's PODD Position: Q3 2023 in Review

FDx Advisors sold out of Insulet (PODD) in Q3 2023, closing a stake of 1,017 shares — an estimated $293K sold.

FDx Advisors first reported a position in PODD in Q3 2016 and held it in 13 quarters. The position peaked at $465K in Q1 2021. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

FDx Advisors reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
FDx Advisors sold 1,017 Insulet shares in Q3 2023, an estimated $293K.
FDx Advisors first reported a position in Insulet in Q3 2016 and held it in 13 quarters.
FDx Advisors's Insulet position peaked at $465K in Q1 2021.
528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.