Marsico Capital Management’s Insulet PODD Stock Holding History

Marsico Capital 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
2022 Q3	–	Sell	-50,348	Closed	-$11M	–	95
2022 Q2	$11M	Buy	50,348 +13,282	+36%	+$3.02M	0.54%	32
2022 Q1	$9.87M	Sell	37,066 -28,199	-43%	-$6.92M	0.34%	39
2021 Q4	$17.4M	Hold	65,265	–	–	0.51%	37
2021 Q3	$18.6M	Buy	65,265 +35,347	+118%	+$10.1M	0.57%	31
2021 Q2	$8.21M	Hold	29,918	–	–	0.2%	47
2021 Q1	$7.81M	Buy	29,918 +8,007	+37%	+$2.14M	0.2%	50
2020 Q4	$5.6M	Buy	21,911 +268	+1%	+$66.5K	0.15%	67
2020 Q3	$5.12M	Hold	21,643	–	–	0.14%	64
2020 Q2	$4.2M	Buy	21,643 +12,374	+133%	+$2.37M	0.13%	71
2020 Q1	$1.54M	Buy	+9,269	New	+$1.69M	0.07%	75

Other funds holding PODD

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Marsico Capital Management's PODD Position: Q3 2022 in Review

Marsico Capital Management sold out of Insulet (PODD) in Q3 2022, closing a stake of 50,348 shares — an estimated $11M sold.

Marsico Capital Management first reported a position in PODD in Q1 2020 and held it in 10 quarters. The position peaked at $18.6M in Q3 2021. 468 funds tracked by Wall St. Rank hold PODD as of Q3 2022.

Marsico Capital Management reported no remaining Insulet position as of Q3 2022 after selling out during the quarter.
Marsico Capital Management sold 50,348 Insulet shares in Q3 2022, an estimated $11M.
Marsico Capital Management first reported a position in Insulet in Q1 2020 and held it in 10 quarters.
Marsico Capital Management's Insulet position peaked at $18.6M in Q3 2021.
468 funds tracked by Wall St. Rank held Insulet as of Q3 2022.

Based on Marsico Capital Management's 13F filing for Q3 2022, filed 10 Nov 2022.