SPWM
PODD icon

Spartan Planning & Wealth Management’s Insulet PODD Stock Holding History

Spartan Planning & Wealth Management’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 		$20K Buy
+92
New +$15.8K 0.02% 163
2022
Q4 		$157K Buy
+533
New +$147K 0.2% 69

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 40.89% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Spartan Planning & Wealth Management's PODD Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Insulet (PODD) in Q4 2023: 92 shares worth $20K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in PODD as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in PODD in Q4 2022 and has held it in 2 quarters since. The position peaked at $157K in Q4 2022. 591 funds tracked by Wall St. Rank hold PODD as of Q4 2023.

  • Spartan Planning & Wealth Management held 92 shares of Insulet worth $20K as of Q4 2023.
  • Insulet was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Insulet made up 0.02% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #163 holding.
  • Spartan Planning & Wealth Management first reported a position in Insulet in Q4 2022 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Insulet position peaked at $157K in Q4 2022.
  • 591 funds tracked by Wall St. Rank held Insulet as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.