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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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Moody Lynn & Lieberson's PODD Position: Q3 2014 in Review

Moody Lynn & Lieberson sold out of Insulet (PODD) in Q3 2014, closing a stake of 7,960 shares — an estimated $316K sold.

Moody Lynn & Lieberson first reported a position in PODD in Q2 2013 and held it in 5 quarters. The position peaked at $418K in Q3 2013. 169 funds tracked by Wall St. Rank hold PODD as of Q3 2014.

  • Moody Lynn & Lieberson reported no remaining Insulet position as of Q3 2014 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 7,960 Insulet shares in Q3 2014, an estimated $316K.
  • Moody Lynn & Lieberson first reported a position in Insulet in Q2 2013 and held it in 5 quarters.
  • Moody Lynn & Lieberson's Insulet position peaked at $418K in Q3 2013.
  • 169 funds tracked by Wall St. Rank held Insulet as of Q3 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2014, filed 28 Oct 2014.