Middleton & Co’s Insulet PODD Stock Holding History

Middleton & Co’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 Q2	–	Sell	-642	Closed	-$205K	–	158
2023 Q1	$205K	Buy	+642	New	+$190K	0.03%	152

Other funds holding PODD

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Middleton & Co's PODD Position: Q2 2023 in Review

Middleton & Co sold out of Insulet (PODD) in Q2 2023, closing a stake of 642 shares — an estimated $205K sold.

Middleton & Co first reported a position in PODD in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

Middleton & Co reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
Middleton & Co sold 642 Insulet shares in Q2 2023, an estimated $205K.
Middleton & Co first reported a position in Insulet in Q1 2023 and held it in 1 quarter.
Middleton & Co's Insulet position peaked at $205K in Q1 2023.
578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on Middleton & Co's 13F filing for Q2 2023, filed 28 Jul 2023.