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PFS Investments’s Insulet PODD Stock Holding History

PFS 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
Q2 		$3.4M Sell
11,802
-80
-0.7% -$24.3K 0.06% 269
2023
Q1 		$3.77M Buy
11,882
+88
+0.7% +$26.1K 0.07% 243
2022
Q4 		$3.47M Sell
11,794
-441
-4% -$122K 0.06% 232
2022
Q3 		$2.81M Sell
12,235
-148
-1% -$37.1K 0.05% 241
2022
Q2 		$2.7M Buy
12,383
+2,588
+26% +$588K 0.05% 246
2022
Q1 		$2.61M Buy
9,795
+4,949
+102% +$1.21M 0.05% 258
2021
Q4 		$1.29M Buy
+4,846
New +$1.41M 0.03% 321

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFS Investments's PODD Position: Q2 2023 in Review

PFS Investments reduced its Insulet (PODD) stake by 0.67% in Q2 2023, selling an estimated $24.3K and leaving 11,802 shares worth $3.4M. The position accounts for 0.06% of the portfolio, ranked #269.

PFS Investments first reported a position in PODD in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.77M in Q1 2023. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

  • PFS Investments held 11,802 shares of Insulet worth $3.4M as of Q2 2023.
  • PFS Investments sold 80 Insulet shares in Q2 2023, an estimated $24.3K.
  • Insulet made up 0.06% of PFS Investments's portfolio in Q2 2023, its #269 holding.
  • PFS Investments first reported a position in Insulet in Q4 2021 and has held it in 7 quarters since.
  • PFS Investments's Insulet position peaked at $3.77M in Q1 2023.
  • 578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.