SW
PODD icon

SteelPeak Wealth’s Insulet PODD Stock Holding History

SteelPeak Wealth’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 		– Sell
-2,101
Closed -$335K – 498
2023
Q3 		$335K Buy
2,101
+1,178
+128% +$264K 0.02% 313
2023
Q2 		$266K Sell
923
-935
-50% -$284K 0.02% 348
2023
Q1 		$593K Sell
1,858
-178
-9% -$52.8K 0.04% 222
2022
Q4 		$599K Buy
+2,036
New +$562K 0.04% 221

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
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

SteelPeak Wealth's PODD Position: Q4 2023 in Review

SteelPeak Wealth sold out of Insulet (PODD) in Q4 2023, closing a stake of 2,101 shares — an estimated $335K sold.

SteelPeak Wealth first reported a position in PODD in Q4 2022 and held it in 4 quarters. The position peaked at $599K in Q4 2022. 591 funds tracked by Wall St. Rank hold PODD as of Q4 2023.

  • SteelPeak Wealth reported no remaining Insulet position as of Q4 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 2,101 Insulet shares in Q4 2023, an estimated $335K.
  • SteelPeak Wealth first reported a position in Insulet in Q4 2022 and held it in 4 quarters.
  • SteelPeak Wealth's Insulet position peaked at $599K in Q4 2022.
  • 591 funds tracked by Wall St. Rank held Insulet as of Q4 2023.

Based on SteelPeak Wealth's 13F filing for Q4 2023, filed 24 Jan 2024.