SKK
PODD icon

Shepherd Kaplan Krochuk’s Insulet PODD Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q1 		– Sell
-8,426
Closed -$319K – 349
2015
Q4 		$319K Sell
8,426
-7,915
-48% -$266K 0.08% 185
2015
Q3 		$423K Buy
16,341
+3,753
+30% +$114K 0.11% 144
2015
Q2 		$390K Buy
+12,588
New +$371K 0.07% 201

Other funds holding PODD

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Shepherd Kaplan Krochuk's PODD Position: Q1 2016 in Review

Shepherd Kaplan Krochuk sold out of Insulet (PODD) in Q1 2016, closing a stake of 8,426 shares — an estimated $319K sold.

Shepherd Kaplan Krochuk first reported a position in PODD in Q2 2015 and held it in 3 quarters. The position peaked at $423K in Q3 2015. 156 funds tracked by Wall St. Rank hold PODD as of Q1 2016.

  • Shepherd Kaplan Krochuk reported no remaining Insulet position as of Q1 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 8,426 Insulet shares in Q1 2016, an estimated $319K.
  • Shepherd Kaplan Krochuk first reported a position in Insulet in Q2 2015 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Insulet position peaked at $423K in Q3 2015.
  • 156 funds tracked by Wall St. Rank held Insulet as of Q1 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2016, filed 16 May 2016.