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Rothschild Capital Partners’s Insulet PODD Stock Holding History

Rothschild Capital Partners’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
-10,349
Closed -$2.98M – 28
2023
Q2 		$2.98M Hold
10,349
– – 1.1% 24
2023
Q1 		$3.3M Buy
10,349
+7
+0.1% +$2.08K 1.35% 24
2022
Q4 		$3.05M Buy
10,342
+3
+0% +$827 1.29% 25
2022
Q3 		$2.37M Hold
10,339
– – 1.09% 26
2022
Q2 		$2.25M Hold
10,339
– – 0.94% 26
2022
Q1 		$2.75M Sell
10,339
-407
-4% -$99.9K 0.97% 27
2021
Q4 		$2.86M Buy
10,746
+347
+3% +$101K 0.85% 31
2021
Q3 		$2.96M Buy
10,399
+101
+1% +$28.8K 0.94% 33
2021
Q2 		$2.83M Sell
10,298
-239
-2% -$65K 0.91% 31
2021
Q1 		$2.75M Sell
10,537
-5
-0% -$1.34K 0.93% 31
2020
Q4 		$2.69M Buy
10,542
+300
+3% +$74.4K 0.96% 30
2020
Q3 		$2.42M Hold
10,242
– – 0.96% 28
2020
Q2 		$1.99M Buy
10,242
+3,150
+44% +$602K 0.83% 28
2020
Q1 		$1.18M Buy
+7,092
New +$1.3M 0.65% 28
2015
Q2 		– Sell
-382,599
Closed -$12.8M – 48
2015
Q1 		$12.8M Sell
382,599
-2,750
-0.7% -$92.8K 5.7% 6
2014
Q4 		$17.7M Buy
385,349
+2,750
+0.7% +$118K 8.54% 1
2014
Q3 		$14.1M Buy
382,599
+1,643
+0.4% +$60K 6.49% 2
2014
Q2 		$15.1M Buy
380,956
+1,900
+0.5% +$73K 6.81% 1
2014
Q1 		$18M Sell
379,056
-51,891
-12% -$2.3M 8.84% 1
2013
Q4 		$16M Sell
430,947
-3,260
-0.8% -$120K 7.52% 1
2013
Q3 		$15.7M Buy
434,207
+10,380
+2% +$348K 7.41% 1
2013
Q2 		$13.3M Buy
+423,827
New +$12M 7.42% 1

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 $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Rothschild Capital Partners's PODD Position: Q3 2023 in Review

Rothschild Capital Partners sold out of Insulet (PODD) in Q3 2023, closing a stake of 10,349 shares — an estimated $2.98M sold.

Rothschild Capital Partners first reported a position in PODD in Q2 2013 and held it in 22 quarters. The position peaked at $18M in Q1 2014. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

  • Rothschild Capital Partners reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
  • Rothschild Capital Partners sold 10,349 Insulet shares in Q3 2023, an estimated $2.98M.
  • Rothschild Capital Partners first reported a position in Insulet in Q2 2013 and held it in 22 quarters.
  • Rothschild Capital Partners's Insulet position peaked at $18M in Q1 2014.
  • 528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Rothschild Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.