RFS
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Rockefeller Financial Services’s Insulet PODD Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$30.4M Buy
441,034
+59,290
+16% +$3.89M 0.48% 56
2017
Q3 		$21M Buy
381,744
+610
+0.2% +$33.3K 0.4% 62
2017
Q2 		$19.6M Buy
381,134
+11,274
+3% +$490K 0.39% 63
2017
Q1 		$15.9M Buy
369,860
+7,692
+2% +$330K 0.32% 70
2016
Q4 		$13.6M Sell
362,168
-295
-0.1% -$11K 0.28% 80
2016
Q3 		$14.8M Hold
362,463
– – 0.31% 68
2016
Q2 		$11M Sell
362,463
-2,703
-0.7% -$84.1K 0.22% 89
2016
Q1 		$12.1M Sell
365,166
-5,976
-2% -$188K 0.24% 78
2015
Q4 		$14M Sell
371,142
-2,929
-0.8% -$98.6K 0.27% 73
2015
Q3 		$9.69M Buy
374,071
+2,670
+0.7% +$81K 0.2% 99
2015
Q2 		$11.5M Sell
371,401
-3,752
-1% -$111K 0.24% 85
2015
Q1 		$12.5M Buy
375,153
+7,482
+2% +$253K 0.27% 81
2014
Q4 		$16.9M Buy
367,671
+4,415
+1% +$189K 0.37% 63
2014
Q3 		$13.4M Buy
363,256
+4,830
+1% +$176K 0.3% 70
2014
Q2 		$14.2M Sell
358,426
-5,666
-2% -$218K 0.32% 72
2014
Q1 		$17.3M Buy
364,092
+8,900
+3% +$394K 0.37% 74
2013
Q4 		$13.2M Buy
355,192
+138
+0% +$5.1K 0.28% 90
2013
Q3 		$12.9M Buy
355,054
+15,508
+5% +$520K 0.3% 85
2013
Q2 		$10.7M Buy
+339,546
New +$9.62M 0.26% 89

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Rockefeller Financial Services's PODD Position: Q4 2017 in Review

Rockefeller Financial Services increased its Insulet (PODD) stake by 16% in Q4 2017, buying an estimated $3.89M and bringing the position to 441,034 shares worth $30.4M. The position accounts for 0.48% of the portfolio, ranked #56.

Rockefeller Financial Services first reported a position in PODD in Q2 2013 and has held it in 19 quarters since. 203 funds tracked by Wall St. Rank hold PODD as of Q4 2017.

  • Rockefeller Financial Services held 441,034 shares of Insulet worth $30.4M as of Q4 2017.
  • Rockefeller Financial Services bought 59,290 Insulet shares in Q4 2017, an estimated $3.89M.
  • Insulet made up 0.48% of Rockefeller Financial Services's portfolio in Q4 2017, its #56 holding.
  • Rockefeller Financial Services first reported a position in Insulet in Q2 2013 and has held it in 19 quarters since.
  • 203 funds tracked by Wall St. Rank held Insulet as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.