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

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

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors

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

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Geode Capital Management

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

ClearBridge Investments

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