Northeast Financial Consultants’s Insulet PODD Stock Holding History

Northeast Financial Consultants’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	-1,555	Closed	-$496K	–	319
2023 Q1	$496K	Hold	1,555	–	–	0.03%	192
2022 Q4	$458K	Hold	1,555	–	–	0.03%	197
2022 Q3	$357K	Hold	1,555	–	–	0.03%	239
2022 Q2	$339K	Buy	1,555 +289	+23%	+$65.7K	0.02%	242
2022 Q1	$337K	Buy	+1,266	New	+$311K	0.02%	283

Other funds holding PODD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northeast Financial Consultants's PODD Position: Q2 2023 in Review

Northeast Financial Consultants sold out of Insulet (PODD) in Q2 2023, closing a stake of 1,555 shares — an estimated $496K sold.

Northeast Financial Consultants first reported a position in PODD in Q1 2022 and held it in 5 quarters. The position peaked at $496K in Q1 2023. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

Northeast Financial Consultants reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
Northeast Financial Consultants sold 1,555 Insulet shares in Q2 2023, an estimated $496K.
Northeast Financial Consultants first reported a position in Insulet in Q1 2022 and held it in 5 quarters.
Northeast Financial Consultants's Insulet position peaked at $496K in Q1 2023.
578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on Northeast Financial Consultants's 13F filing for Q2 2023, filed 8 Aug 2023.