ML
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McAdam LLC’s Insulet PODD Stock Holding History

McAdam LLC’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
2023
Q1 		– Sell
-1,046
Closed -$278K – 274
2022
Q4 		$278K Sell
1,046
-1
-0.1% -$276 0.03% 150
2022
Q3 		$240K Hold
1,047
– – 0.03% 195
2022
Q2 		$228K Hold
1,047
– – 0.02% 200
2022
Q1 		$279K Buy
1,047
+1
+0.1% +$245 0.03% 169
2021
Q4 		$278K Hold
1,046
– – 0.03% 150
2021
Q3 		$297K Hold
1,046
– – 0.03% 138
2021
Q2 		$286K Hold
1,046
– – 0.03% 138
2021
Q1 		$273K Hold
1,046
– – 0.04% 131
2020
Q4 		$266K Sell
1,046
-3
-0.3% -$744 0.04% 132
2020
Q3 		$248K Sell
1,049
-3
-0.3% -$632 0.05% 116
2020
Q2 		$204K Buy
+1,052
New +$201K 0.04% 119

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

McAdam LLC's PODD Position: Q1 2023 in Review

McAdam LLC sold out of Insulet (PODD) in Q1 2023, closing a stake of 1,046 shares — an estimated $278K sold.

McAdam LLC first reported a position in PODD in Q2 2020 and held it in 11 quarters. The position peaked at $297K in Q3 2021. 582 funds tracked by Wall St. Rank hold PODD as of Q1 2023.

  • McAdam LLC reported no remaining Insulet position as of Q1 2023 after selling out during the quarter.
  • McAdam LLC sold 1,046 Insulet shares in Q1 2023, an estimated $278K.
  • McAdam LLC first reported a position in Insulet in Q2 2020 and held it in 11 quarters.
  • McAdam LLC's Insulet position peaked at $297K in Q3 2021.
  • 582 funds tracked by Wall St. Rank held Insulet as of Q1 2023.

Based on McAdam LLC's 13F filing for Q1 2023, filed 24 Apr 2023.