Oak Ridge Investments’s Insulet PODD Stock Holding History

Oak Ridge Investments’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	-12,184	Closed	-$3.51M	–	152
2023 Q2	$3.51M	Sell	12,184 -1,987	-14%	-$604K	0.43%	72
2023 Q1	$4.52M	Buy	14,171 +101	+0.7%	+$29.9K	0.61%	56
2022 Q4	$4.14M	Buy	14,070 +144	+1%	+$39.7K	0.62%	56
2022 Q3	$3.19M	Sell	13,926 -51	-0.4%	-$12.8K	0.48%	71
2022 Q2	$3.05M	Sell	13,977 -1,631	-10%	-$371K	0.44%	72
2022 Q1	$4.16M	Sell	15,608 -4,279	-22%	-$1.05M	0.46%	67
2021 Q4	$5.29M	Sell	19,887 -496	-2%	-$144K	0.45%	75
2021 Q3	$5.79M	Sell	20,383 -644	-3%	-$184K	0.51%	69
2021 Q2	$5.77M	Sell	21,027 -703	-3%	-$191K	0.5%	73
2021 Q1	$5.67M	Sell	21,730 -2,963	-12%	-$794K	0.53%	74
2020 Q4	$6.31M	Sell	24,693 -5,500	-18%	-$1.36M	0.56%	63
2020 Q3	$7.14M	Sell	30,193 -2,540	-8%	-$535K	0.56%	58
2020 Q2	$6.36M	Sell	32,733 -2,867	-8%	-$548K	0.53%	75
2020 Q1	$5.9M	Sell	35,600 -4,769	-12%	-$871K	0.6%	65
2019 Q4	$6.91M	Sell	40,369 -47,924	-54%	-$7.99M	0.51%	75
2019 Q3	$14.6M	Sell	88,293 -5,123	-5%	-$720K	1.1%	30
2019 Q2	$11.2M	Sell	93,416 -26,081	-22%	-$2.67M	0.77%	53
2019 Q1	$11.4M	Buy	119,497 +4,648	+4%	+$398K	0.72%	54
2018 Q4	$9.11M	Sell	114,849 -16,086	-12%	-$1.36M	0.66%	60
2018 Q3	$13.9M	Buy	+130,935	New	+$12.3M	0.77%	48

Other funds holding PODD

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 New York $5.7T 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 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

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