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Oppenheimer & Co’s Insulet PODD Stock Holding History

Oppenheimer & Co’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
-2,273
Closed -$655K – 1444
2023
Q2 		$655K Buy
2,273
+400
+21% +$121K 0.01% 872
2023
Q1 		$597K Sell
1,873
-100
-5% -$29.6K 0.01% 876
2022
Q4 		$581K Buy
+1,973
New +$544K 0.01% 870
2022
Q1 		– Sell
-864
Closed -$230K – 1558
2021
Q4 		$230K Buy
864
+14
+2% +$4.06K ﹤0.01% 1343
2021
Q3 		$242K Buy
+850
New +$242K ﹤0.01% 1311
2020
Q4 		– Sell
-1,891
Closed -$447K – 1390
2020
Q3 		$447K Buy
+1,891
New +$398K 0.01% 849
2019
Q4 		– Sell
-1,778
Closed -$293K – 1303
2019
Q3 		$293K Buy
+1,778
New +$250K 0.01% 990
2015
Q3 		– Sell
-8,312
Closed -$258K – 1435
2015
Q2 		$258K Buy
8,312
+1,981
+31% +$58.4K 0.01% 1165
2015
Q1 		$211K Buy
6,331
+1,084
+21% +$36.6K 0.01% 1270
2014
Q4 		$241K Sell
5,247
-5,950
-53% -$254K 0.01% 1122
2014
Q3 		$413K Buy
11,197
+4,944
+79% +$180K 0.01% 928
2014
Q2 		$248K Buy
+6,253
New +$240K 0.01% 1153
2014
Q1 		– Sell
-6,000
Closed -$223K – 1457
2013
Q4 		$223K Buy
+6,000
New +$222K 0.01% 1166

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

Oppenheimer & Co's PODD Position: Q3 2023 in Review

Oppenheimer & Co sold out of Insulet (PODD) in Q3 2023, closing a stake of 2,273 shares — an estimated $655K sold.

Oppenheimer & Co first reported a position in PODD in Q4 2013 and held it in 13 quarters. The position peaked at $655K in Q2 2023. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

  • Oppenheimer & Co reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 2,273 Insulet shares in Q3 2023, an estimated $655K.
  • Oppenheimer & Co first reported a position in Insulet in Q4 2013 and held it in 13 quarters.
  • Oppenheimer & Co's Insulet position peaked at $655K in Q2 2023.
  • 528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Oppenheimer & Co's 13F filing for Q3 2023, filed 8 Nov 2023.