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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Oak Ridge Investments's PODD Position: Q3 2023 in Review

Oak Ridge Investments sold out of Insulet (PODD) in Q3 2023, closing a stake of 12,184 shares — an estimated $3.51M sold.

Oak Ridge Investments first reported a position in PODD in Q3 2018 and held it in 20 quarters. The position peaked at $14.6M in Q3 2019. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

  • Oak Ridge Investments reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
  • Oak Ridge Investments sold 12,184 Insulet shares in Q3 2023, an estimated $3.51M.
  • Oak Ridge Investments first reported a position in Insulet in Q3 2018 and held it in 20 quarters.
  • Oak Ridge Investments's Insulet position peaked at $14.6M in Q3 2019.
  • 528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Oak Ridge Investments's 13F filing for Q3 2023, filed 30 Oct 2023.