Tarbox Family Office’s Insulet PODD Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-21	Closed	-$6K	–	758
2022 Q1	$6K	Hold	21	–	–	﹤0.01%	494
2021 Q4	$6K	Hold	21	–	–	﹤0.01%	568
2021 Q3	$6K	Hold	21	–	–	﹤0.01%	603
2021 Q2	$6K	Hold	21	–	–	﹤0.01%	601
2021 Q1	$5K	Hold	21	–	–	﹤0.01%	574
2020 Q4	$5K	Hold	21	–	–	﹤0.01%	537
2020 Q3	$5K	Hold	21	–	–	﹤0.01%	489
2020 Q2	$4K	Buy	21 +6	+40%	+$1.15K	﹤0.01%	546
2020 Q1	$2K	Buy	15 +5	+50%	+$914	﹤0.01%	692
2019 Q4	$2K	Hold	10	–	–	﹤0.01%	831
2019 Q3	$2K	Buy	+10	New	+$1.41K	﹤0.01%	771

Other funds holding PODD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tarbox Family Office's PODD Position: Q2 2022 in Review

Tarbox Family Office sold out of Insulet (PODD) in Q2 2022, closing a stake of 21 shares — an estimated $6K sold.

Tarbox Family Office first reported a position in PODD in Q3 2019 and held it in 11 quarters. The position peaked at $6K in Q1 2022. 450 funds tracked by Wall St. Rank hold PODD as of Q2 2022.

Tarbox Family Office reported no remaining Insulet position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 21 Insulet shares in Q2 2022, an estimated $6K.
Tarbox Family Office first reported a position in Insulet in Q3 2019 and held it in 11 quarters.
Tarbox Family Office's Insulet position peaked at $6K in Q1 2022.
450 funds tracked by Wall St. Rank held Insulet as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.