LSAG
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Lake Street Advisors Group’s Insulet PODD Stock Holding History

Lake Street Advisors Group’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
Q4 		$256K Sell
981
-43
-4% -$10.8K 0.01% 499
2024
Q3 		$238K Buy
+1,024
New +$210K 0.01% 522

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's PODD Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Insulet (PODD) stake by 4.2% in Q4 2024, selling an estimated $10.8K and leaving 981 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #499.

Lake Street Advisors Group first reported a position in PODD in Q3 2024 and has held it in 2 quarters since. 683 funds tracked by Wall St. Rank hold PODD as of Q4 2024.

  • Lake Street Advisors Group held 981 shares of Insulet worth $256K as of Q4 2024.
  • Lake Street Advisors Group sold 43 Insulet shares in Q4 2024, an estimated $10.8K.
  • Insulet made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #499 holding.
  • Lake Street Advisors Group first reported a position in Insulet in Q3 2024 and has held it in 2 quarters since.
  • 683 funds tracked by Wall St. Rank held Insulet as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.