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Next Financial Group’s Insulet PODD Stock Holding History

Next Financial Group’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
2021
Q4 		$40K Buy
150
+104
+226% +$30.2K ﹤0.01% 1574
2021
Q3 		$13K Buy
46
+10
+28% +$2.85K ﹤0.01% 1964
2021
Q2 		$10K Buy
36
+5
+16% +$1.36K ﹤0.01% 1995
2021
Q1 		$8K Buy
31
+19
+158% +$5.09K ﹤0.01% 1958
2020
Q4 		$3K Buy
12
+5
+71% +$1.24K ﹤0.01% 2122
2020
Q3 		$2K Buy
+7
New +$1.47K ﹤0.01% 2039

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Next Financial Group's PODD Position: Q4 2021 in Review

Next Financial Group increased its Insulet (PODD) stake by 226% in Q4 2021, buying an estimated $30.2K and bringing the position to 150 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Next Financial Group first reported a position in PODD in Q3 2020 and has held it in 6 quarters since. 474 funds tracked by Wall St. Rank hold PODD as of Q4 2021.

  • Next Financial Group held 150 shares of Insulet worth $40K as of Q4 2021.
  • Next Financial Group bought 104 Insulet shares in Q4 2021, an estimated $30.2K.
  • Insulet made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1574 holding.
  • Next Financial Group first reported a position in Insulet in Q3 2020 and has held it in 6 quarters since.
  • 474 funds tracked by Wall St. Rank held Insulet as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.