Gofen & Glossberg’s Insulet PODD Stock Holding History

Gofen & Glossberg’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
2022 Q4	$236K	Buy	+800	New	+$221K	0.01%	480
2022 Q2	–	Sell	-800	Closed	-$213K	–	594
2022 Q1	$213K	Sell	800 -7	-0.9%	-$1.72K	﹤0.01%	542
2021 Q4	$215K	Buy	807 +7	+0.9%	+$2.03K	﹤0.01%	544
2021 Q3	$227K	Hold	800	–	–	0.01%	522
2021 Q2	$220K	Hold	800	–	–	0.01%	515
2021 Q1	$209K	Hold	800	–	–	0.01%	503
2020 Q4	$205K	Buy	+800	New	+$198K	0.01%	483

Other funds holding PODD

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gofen & Glossberg's PODD Position: Q4 2022 in Review

Gofen & Glossberg opened a new position in Insulet (PODD) in Q4 2022: 800 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: Gofen & Glossberg previously reported a position in PODD as recently as Q1 2022.

Gofen & Glossberg first reported a position in PODD in Q4 2020 and has held it in 7 quarters since. 525 funds tracked by Wall St. Rank hold PODD as of Q4 2022.

Gofen & Glossberg held 800 shares of Insulet worth $236K as of Q4 2022.
Insulet was a new Gofen & Glossberg position in Q4 2022.
Insulet made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #480 holding.
Gofen & Glossberg first reported a position in Insulet in Q4 2020 and has held it in 7 quarters since.
525 funds tracked by Wall St. Rank held Insulet as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.