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Schechter Investment Advisors’s Insulet PODD Stock Holding History

Schechter Investment Advisors’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 		– Sell
-957
Closed -$305K – 695
2023
Q1 		$305K Buy
+957
New +$284K 0.03% 517

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's PODD Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Insulet (PODD) in Q2 2023, closing a stake of 957 shares — an estimated $305K sold.

Schechter Investment Advisors first reported a position in PODD in Q1 2023 and held it in 1 quarter. The position peaked at $305K in Q1 2023. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

  • Schechter Investment Advisors reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 957 Insulet shares in Q2 2023, an estimated $305K.
  • Schechter Investment Advisors first reported a position in Insulet in Q1 2023 and held it in 1 quarter.
  • Schechter Investment Advisors's Insulet position peaked at $305K in Q1 2023.
  • 578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.