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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return