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First Trust Direct Indexing’s Insulet PODD Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-2,258
Closed -$526K – 678
2024
Q3 		$526K Sell
2,258
-694
-24% -$143K 0.03% 530
2024
Q2 		$596K Buy
2,952
+841
+40% +$152K 0.04% 456
2024
Q1 		$362K Buy
2,111
+704
+50% +$131K 0.03% 565
2023
Q4 		$305K Buy
+1,407
New +$241K 0.03% 577
2023
Q3 		– Sell
-1,025
Closed -$296K – 732
2023
Q2 		$296K Buy
1,025
+203
+25% +$61.7K 0.03% 550
2023
Q1 		$262K Buy
+822
New +$244K 0.03% 577

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Direct Indexing's PODD Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Insulet (PODD) in Q4 2024, closing a stake of 2,258 shares — an estimated $526K sold.

First Trust Direct Indexing first reported a position in PODD in Q1 2023 and held it in 6 quarters. The position peaked at $596K in Q2 2024. 684 funds tracked by Wall St. Rank hold PODD as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Insulet position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,258 Insulet shares in Q4 2024, an estimated $526K.
  • First Trust Direct Indexing first reported a position in Insulet in Q1 2023 and held it in 6 quarters.
  • First Trust Direct Indexing's Insulet position peaked at $596K in Q2 2024.
  • 684 funds tracked by Wall St. Rank held Insulet as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.