Harvest Group Wealth Management’s Insulet PODD Stock Holding History

Harvest Group Wealth 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
2023 Q1	$1.28K	Sell	4 -3	-43%	-$889	﹤0.01%	143
2022 Q4	$2.06K	Hold	7	–	–	﹤0.01%	117
2022 Q3	$2K	Buy	7 +2	+40%	+$501	﹤0.01%	121
2022 Q2	$1K	Buy	5 +2	+67%	+$455	﹤0.01%	164
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	125
2021 Q4	$1K	Buy	+3	New	+$870	﹤0.01%	103

Other funds holding PODD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Harvest Group Wealth Management's PODD Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Insulet (PODD) stake by 43% in Q1 2023, selling an estimated $889 and leaving 4 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

Harvest Group Wealth Management first reported a position in PODD in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.06K in Q4 2022. 582 funds tracked by Wall St. Rank hold PODD as of Q1 2023.

Harvest Group Wealth Management held 4 shares of Insulet worth $1.28K as of Q1 2023.
Harvest Group Wealth Management sold 3 Insulet shares in Q1 2023, an estimated $889.
Insulet made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #143 holding.
Harvest Group Wealth Management first reported a position in Insulet in Q4 2021 and has held it in 6 quarters since.
Harvest Group Wealth Management's Insulet position peaked at $2.06K in Q4 2022.
582 funds tracked by Wall St. Rank held Insulet as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.