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Grassi Investment Management’s Insulet PODD Stock Holding History

Grassi Investment Management’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
2021
Q2 		– Sell
-1,000
Closed -$261K – 145
2021
Q1 		$261K Hold
1,000
– – 0.03% 121
2020
Q4 		$256K Buy
+1,000
New +$248K 0.03% 119

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Grassi Investment Management's PODD Position: Q2 2021 in Review

Grassi Investment Management sold out of Insulet (PODD) in Q2 2021, closing a stake of 1,000 shares — an estimated $261K sold.

Grassi Investment Management first reported a position in PODD in Q4 2020 and held it in 2 quarters. The position peaked at $261K in Q1 2021. 463 funds tracked by Wall St. Rank hold PODD as of Q2 2021.

  • Grassi Investment Management reported no remaining Insulet position as of Q2 2021 after selling out during the quarter.
  • Grassi Investment Management sold 1,000 Insulet shares in Q2 2021, an estimated $261K.
  • Grassi Investment Management first reported a position in Insulet in Q4 2020 and held it in 2 quarters.
  • Grassi Investment Management's Insulet position peaked at $261K in Q1 2021.
  • 463 funds tracked by Wall St. Rank held Insulet as of Q2 2021.

Based on Grassi Investment Management's 13F filing for Q2 2021, filed 9 Jul 2021.