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PODD icon

Simplicity Solutions’s Insulet PODD Stock Holding History

Simplicity Solutions’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
Q4 		$238K Buy
+1,097
New +$188K 0.01% 914
2023
Q3 		– Sell
-923
Closed -$266K – 1068
2023
Q2 		$266K Sell
923
-33
-3% -$10K 0.01% 873
2023
Q1 		$305K Buy
+956
New +$283K 0.01% 842

Other funds holding PODD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Simplicity Solutions's PODD Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Insulet (PODD) in Q4 2023: 1,097 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #914 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in PODD as recently as Q2 2023.

Simplicity Solutions first reported a position in PODD in Q1 2023 and has held it in 3 quarters since. The position peaked at $305K in Q1 2023. 592 funds tracked by Wall St. Rank hold PODD as of Q4 2023.

  • Simplicity Solutions held 1,097 shares of Insulet worth $238K as of Q4 2023.
  • Insulet was a new Simplicity Solutions position in Q4 2023.
  • Insulet made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #914 holding.
  • Simplicity Solutions first reported a position in Insulet in Q1 2023 and has held it in 3 quarters since.
  • Simplicity Solutions's Insulet position peaked at $305K in Q1 2023.
  • 592 funds tracked by Wall St. Rank held Insulet as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.