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Sowell Financial Services’s Insulet PODD Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-927
Closed -$235K – 2129
2021
Q1 		$235K Buy
927
+761
+458% +$204K 0.01% 964
2020
Q4 		$42K Buy
166
+29
+21% +$7.2K ﹤0.01% 1462
2020
Q3 		$32K Sell
137
-229
-63% -$48.2K ﹤0.01% 1364
2020
Q2 		$71K Buy
366
+117
+47% +$22.4K ﹤0.01% 1071
2020
Q1 		$41K Sell
249
-150
-38% -$27.4K ﹤0.01% 1117
2019
Q4 		$68K Buy
399
+392
+5,600% +$65.3K 0.01% 1041
2019
Q3 		$1K Buy
+7
New +$984 ﹤0.01% 2289

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's PODD Position: Q2 2021 in Review

Sowell Financial Services sold out of Insulet (PODD) in Q2 2021, closing a stake of 927 shares — an estimated $235K sold.

Sowell Financial Services first reported a position in PODD in Q3 2019 and held it in 7 quarters. The position peaked at $235K in Q1 2021. 463 funds tracked by Wall St. Rank hold PODD as of Q2 2021.

  • Sowell Financial Services reported no remaining Insulet position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 927 Insulet shares in Q2 2021, an estimated $235K.
  • Sowell Financial Services first reported a position in Insulet in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Insulet position peaked at $235K in Q1 2021.
  • 463 funds tracked by Wall St. Rank held Insulet as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.