Institutional & Family Asset Management’s Insulet PODD Stock Holding History

Institutional & Family Asset 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
2024 Q2	$24K	Buy	119 +5	+4%	+$901	﹤0.01%	320
2024 Q1	$19.5K	Sell	114 -6	-5%	-$1.12K	﹤0.01%	330
2023 Q4	$26K	Buy	120 +3	+3%	+$515	﹤0.01%	296
2023 Q3	$18.7K	Hold	117	–	–	﹤0.01%	313
2023 Q2	$33.7K	Sell	117 -2	-2%	-$607	0.01%	257
2023 Q1	$38K	Sell	119 -3	-2%	-$889	0.01%	242
2022 Q4	$35.9K	Hold	122	–	–	0.01%	246
2022 Q3	$28K	Buy	122 +4	+3%	+$1K	0.01%	276
2022 Q2	$26K	Buy	118 +6	+5%	+$1.36K	﹤0.01%	290
2022 Q1	$30K	Buy	112 +81	+261%	+$19.9K	﹤0.01%	309
2021 Q4	$8K	Buy	+31	New	+$8.99K	﹤0.01%	484
2020 Q4	–	Sell	-8	Closed	-$2K	–	912
2020 Q3	$2K	Hold	8	–	–	﹤0.01%	721
2020 Q2	$2K	Sell	8 -2	-20%	-$382	﹤0.01%	705
2020 Q1	$2K	Hold	10	–	–	﹤0.01%	667
2019 Q4	$2K	Sell	10 -4	-29%	-$666	﹤0.01%	754
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	717
2019 Q2	$2K	Hold	14	–	–	﹤0.01%	731
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	802
2018 Q4	$1K	Hold	14	–	–	﹤0.01%	781
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	814
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	807
2018 Q1	$1K	Buy	+14	New	+$1.09K	﹤0.01%	801

Other funds holding PODD

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Institutional & Family Asset Management's PODD Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Insulet (PODD) stake by 4.4% in Q2 2024, buying an estimated $901 and bringing the position to 119 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Institutional & Family Asset Management first reported a position in PODD in Q1 2018 and has held it in 22 quarters since. The position peaked at $38K in Q1 2023. 599 funds tracked by Wall St. Rank hold PODD as of Q2 2024.

Institutional & Family Asset Management held 119 shares of Insulet worth $24K as of Q2 2024.
Institutional & Family Asset Management bought 5 Insulet shares in Q2 2024, an estimated $901.
Insulet made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #320 holding.
Institutional & Family Asset Management first reported a position in Insulet in Q1 2018 and has held it in 22 quarters since.
Institutional & Family Asset Management's Insulet position peaked at $38K in Q1 2023.
599 funds tracked by Wall St. Rank held Insulet as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.