Pathstone Family Office’s Insulet PODD Stock Holding History

Pathstone Family Office’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	$262K	Sell	1,642 -2,087	-56%	-$467K	﹤0.01%	1368
2023 Q2	$1.08M	Sell	3,729 -8	-0.2%	-$2.43K	0.02%	460
2023 Q1	$1.19M	Buy	3,737 +1,201	+47%	+$356K	0.02%	403
2022 Q4	$736K	Sell	2,536 -740	-23%	-$204K	0.01%	924
2022 Q3	$752K	Buy	3,276 +2,269	+225%	+$568K	0.01%	883
2022 Q2	$219K	Hold	1,007	–	–	﹤0.01%	926
2022 Q1	$268K	Sell	1,007 -458	-31%	-$112K	0.01%	792
2021 Q4	$389K	Sell	1,465 -182	-11%	-$52.8K	0.01%	633
2021 Q3	$468K	Buy	1,647 +322	+24%	+$91.8K	0.01%	543
2021 Q2	$364K	Buy	1,325 +525	+66%	+$143K	0.01%	576
2021 Q1	$209K	Buy	+800	New	+$214K	0.01%	598
2020 Q1	–	Sell	-296	Closed	-$507K	–	814
2019 Q4	$507K	Buy	+296	New	+$49.3K	0.01%	295
2014 Q4	–	Sell	-38	Closed	-$1K	–	221
2014 Q3	$1K	Buy	+38	New	+$1.39K	﹤0.01%	308
2014 Q2	–	Sell	-37	Closed	-$2K	–	171
2014 Q1	$2K	Buy	+37	New	+$1.64K	0.01%	155
2013 Q4	–	Sell	-318	Closed	-$12K	–	308
2013 Q3	$12K	Buy	+318	New	+$10.7K	0.05%	170

Other funds holding PODD

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pathstone Family Office's PODD Position: Q3 2023 in Review

Pathstone Family Office reduced its Insulet (PODD) stake by 56% in Q3 2023, selling an estimated $467K and leaving 1,642 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Pathstone Family Office first reported a position in PODD in Q3 2013 and has held it in 15 quarters since. The position peaked at $1.19M in Q1 2023. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

Pathstone Family Office held 1,642 shares of Insulet worth $262K as of Q3 2023.
Pathstone Family Office sold 2,087 Insulet shares in Q3 2023, an estimated $467K.
Insulet made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1368 holding.
Pathstone Family Office first reported a position in Insulet in Q3 2013 and has held it in 15 quarters since.
Pathstone Family Office's Insulet position peaked at $1.19M in Q1 2023.
528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.