Gateway Advisory’s Insulet PODD Stock Holding History

Gateway Advisory’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	-875	Closed	-$252K	–	112
2023 Q2	$252K	Sell	875 -849	-49%	-$258K	0.05%	86
2023 Q1	$550K	Buy	+1,724	New	+$511K	0.12%	53

Other funds holding PODD

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

DCP

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

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

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

Gateway Advisory's PODD Position: Q3 2023 in Review

Gateway Advisory sold out of Insulet (PODD) in Q3 2023, closing a stake of 875 shares — an estimated $252K sold.

Gateway Advisory first reported a position in PODD in Q1 2023 and held it in 2 quarters. The position peaked at $550K in Q1 2023. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

Gateway Advisory reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
Gateway Advisory sold 875 Insulet shares in Q3 2023, an estimated $252K.
Gateway Advisory first reported a position in Insulet in Q1 2023 and held it in 2 quarters.
Gateway Advisory's Insulet position peaked at $550K in Q1 2023.
528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Gateway Advisory's 13F filing for Q3 2023, filed 14 Nov 2023.