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Steward Financial Group’s Insulet PODD Stock Holding History

Steward Financial Group’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
Q2 		– Sell
-7
Closed -$2K – 861
2023
Q1 		$2K Buy
7
+4
+133% +$1.19K ﹤0.01% 519
2022
Q4 		$0 Buy
+3
New +$827 ﹤0.01% 753
2022
Q3 		– Sell
-3
Closed – – 997
2022
Q2 		$0 Buy
+3
New +$682 ﹤0.01% 1280

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Financial Group's PODD Position: Q2 2023 in Review

Steward Financial Group sold out of Insulet (PODD) in Q2 2023, closing a stake of 7 shares — an estimated $2K sold.

Steward Financial Group first reported a position in PODD in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2023. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

  • Steward Financial Group reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 7 Insulet shares in Q2 2023, an estimated $2K.
  • Steward Financial Group first reported a position in Insulet in Q2 2022 and held it in 3 quarters.
  • Steward Financial Group's Insulet position peaked at $2K in Q1 2023.
  • 578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.