PF
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Phoenix Financial’s Insulet PODD Stock Holding History

Phoenix Financial’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
2021
Q4 		– Sell
-759
Closed -$211K – 423
2021
Q3 		$211K Buy
+759
New +$216K ﹤0.01% 392
2021
Q2 		– Sell
-855
Closed -$223K – 384
2021
Q1 		$223K Sell
855
-804
-48% -$215K 0.01% 379
2020
Q4 		$431K Buy
1,659
+592
+55% +$147K 0.01% 264
2020
Q3 		$234K Buy
+1,067
New +$225K 0.01% 277

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Phoenix Financial's PODD Position: Q4 2021 in Review

Phoenix Financial sold out of Insulet (PODD) in Q4 2021, closing a stake of 759 shares — an estimated $211K sold.

Phoenix Financial first reported a position in PODD in Q3 2020 and held it in 4 quarters. The position peaked at $431K in Q4 2020. 475 funds tracked by Wall St. Rank hold PODD as of Q4 2021.

  • Phoenix Financial reported no remaining Insulet position as of Q4 2021 after selling out during the quarter.
  • Phoenix Financial sold 759 Insulet shares in Q4 2021, an estimated $211K.
  • Phoenix Financial first reported a position in Insulet in Q3 2020 and held it in 4 quarters.
  • Phoenix Financial's Insulet position peaked at $431K in Q4 2020.
  • 475 funds tracked by Wall St. Rank held Insulet as of Q4 2021.

Based on Phoenix Financial's 13F filing for Q4 2021, filed 7 Feb 2022.