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Moneta Group Investment Advisors’s Insulet PODD Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-743
Closed -$214K – 553
2023
Q2 		$214K Buy
743
+53
+8% +$16.1K ﹤0.01% 495
2023
Q1 		$220K Sell
690
-624
-47% -$185K 0.01% 478
2022
Q4 		$377K Buy
1,314
+32
+2% +$8.82K 0.01% 337
2022
Q3 		$294K Sell
1,282
-241
-16% -$60.4K 0.01% 354
2022
Q2 		$332K Buy
+1,523
New +$346K 0.01% 368

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 $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Moneta Group Investment Advisors's PODD Position: Q3 2023 in Review

Moneta Group Investment Advisors sold out of Insulet (PODD) in Q3 2023, closing a stake of 743 shares — an estimated $214K sold.

Moneta Group Investment Advisors first reported a position in PODD in Q2 2022 and held it in 5 quarters. The position peaked at $377K in Q4 2022. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

  • Moneta Group Investment Advisors reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 743 Insulet shares in Q3 2023, an estimated $214K.
  • Moneta Group Investment Advisors first reported a position in Insulet in Q2 2022 and held it in 5 quarters.
  • Moneta Group Investment Advisors's Insulet position peaked at $377K in Q4 2022.
  • 528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.