MLL
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Moody Lynn & Lieberson’s Insulet PODD Stock Holding History

Moody Lynn & Lieberson’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
2014
Q3 		– Sell
-7,960
Closed -$316K – 207
2014
Q2 		$316K Sell
7,960
-609
-7% -$23.4K 0.04% 149
2014
Q1 		$406K Sell
8,569
-49
-0.6% -$2.17K 0.06% 133
2013
Q4 		$320K Sell
8,618
-2,907
-25% -$107K 0.04% 158
2013
Q3 		$418K Buy
11,525
+525
+5% +$17.6K 0.06% 129
2013
Q2 		$346K Buy
+11,000
New +$312K 0.06% 117

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
O
OrbiMed New York $4.59B AUM 125.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return