SC
PODD icon

Schubert & Co’s Insulet PODD Stock Holding History

Schubert & Co’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
-24
Closed -$7.66K – 1128
2023
Q1 		$7.66K Buy
24
+17
+243% +$5.04K 0.01% 295
2022
Q4 		$2.06K Buy
7
+1
+17% +$276 ﹤0.01% 859
2022
Q3 		$1K Buy
6
+1
+20% +$250 ﹤0.01% 1210
2022
Q2 		$1K Buy
5
+4
+400% +$909 ﹤0.01% 1243
2022
Q1 		$0 Buy
+1
New +$245 ﹤0.01% 1276

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 $3.37T AUM 44.26% 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

Schubert & Co's PODD Position: Q2 2023 in Review

Schubert & Co sold out of Insulet (PODD) in Q2 2023, closing a stake of 24 shares — an estimated $7.66K sold.

Schubert & Co first reported a position in PODD in Q1 2022 and held it in 5 quarters. The position peaked at $7.66K in Q1 2023. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

  • Schubert & Co reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 24 Insulet shares in Q2 2023, an estimated $7.66K.
  • Schubert & Co first reported a position in Insulet in Q1 2022 and held it in 5 quarters.
  • Schubert & Co's Insulet position peaked at $7.66K in Q1 2023.
  • 578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.