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Lee Financial’s Insulet PODD Stock Holding History

Lee Financial’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
Q1 		– Sell
-25
Closed -$5.42K – 643
2023
Q4 		$5.42K Hold
25
– – ﹤0.01% 529
2023
Q3 		$3.99K Hold
25
– – ﹤0.01% 554
2023
Q2 		$7.21K Hold
25
– – ﹤0.01% 456
2023
Q1 		$7.97K Hold
25
– – ﹤0.01% 461
2022
Q4 		$7.36K Hold
25
– – ﹤0.01% 500
2022
Q3 		$6K Hold
25
– – ﹤0.01% 514
2022
Q2 		$5K Buy
+25
New +$5.68K ﹤0.01% 563
2020
Q4 		– Sell
-54
Closed -$13K – 530
2020
Q3 		$13K Hold
54
– – ﹤0.01% 363
2020
Q2 		$10K Sell
54
-6
-10% -$1.15K ﹤0.01% 373
2020
Q1 		$10K Buy
60
+10
+20% +$1.83K ﹤0.01% 297
2019
Q4 		$9K Hold
50
– – ﹤0.01% 366
2019
Q3 		$8K Hold
50
– – ﹤0.01% 384
2019
Q2 		$6K Hold
50
– – ﹤0.01% 417
2019
Q1 		$5K Buy
+50
New +$4.29K ﹤0.01% 415

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's PODD Position: Q1 2024 in Review

Lee Financial sold out of Insulet (PODD) in Q1 2024, closing a stake of 25 shares — an estimated $5.42K sold.

Lee Financial first reported a position in PODD in Q1 2019 and held it in 14 quarters. The position peaked at $13K in Q3 2020. 563 funds tracked by Wall St. Rank hold PODD as of Q1 2024.

  • Lee Financial reported no remaining Insulet position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 25 Insulet shares in Q1 2024, an estimated $5.42K.
  • Lee Financial first reported a position in Insulet in Q1 2019 and held it in 14 quarters.
  • Lee Financial's Insulet position peaked at $13K in Q3 2020.
  • 563 funds tracked by Wall St. Rank held Insulet as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.