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Lebenthal Asset Management’s Insulet PODD Stock Holding History

Lebenthal 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
2016
Q4 		– Sell
-625
Closed -$26K – 587
2016
Q3 		$26K Buy
+625
New +$24.7K ﹤0.01% 552

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Lebenthal Asset Management's PODD Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Insulet (PODD) in Q4 2016, closing a stake of 625 shares — an estimated $26K sold.

Lebenthal Asset Management first reported a position in PODD in Q3 2016 and held it in 1 quarter. The position peaked at $26K in Q3 2016. 164 funds tracked by Wall St. Rank hold PODD as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Insulet position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 625 Insulet shares in Q4 2016, an estimated $26K.
  • Lebenthal Asset Management first reported a position in Insulet in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Insulet position peaked at $26K in Q3 2016.
  • 164 funds tracked by Wall St. Rank held Insulet as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.