Thomas J. Herzfeld Advisors’s Insulet PODD Stock Holding History

Thomas J. Herzfeld Advisors’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	-15	Closed	-$2.39K	–	295
2023 Q3	$2.39K	Hold	15	–	–	﹤0.01%	310
2023 Q2	$4.33K	Hold	15	–	–	﹤0.01%	269
2023 Q1	$4.78K	Hold	15	–	–	﹤0.01%	233
2022 Q4	$4.42K	Hold	15	–	–	﹤0.01%	243
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	256
2022 Q2	$3K	Hold	15	–	–	﹤0.01%	260
2022 Q1	$4K	Hold	15	–	–	﹤0.01%	262
2021 Q4	$4K	Hold	15	–	–	﹤0.01%	301
2021 Q3	$4K	Hold	15	–	–	﹤0.01%	285
2021 Q2	$4K	Buy	15 +4	+36%	+$1.09K	﹤0.01%	292
2021 Q1	$3K	Hold	11	–	–	﹤0.01%	310
2020 Q4	$3K	Hold	11	–	–	﹤0.01%	270
2020 Q3	$2K	Hold	11	–	–	﹤0.01%	243
2020 Q2	$2K	Buy	+11	New	+$2.1K	﹤0.01%	277

Other funds holding PODD

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Thomas J. Herzfeld Advisors's PODD Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Insulet (PODD) in Q4 2023, closing a stake of 15 shares — an estimated $2.39K sold.

Thomas J. Herzfeld Advisors first reported a position in PODD in Q2 2020 and held it in 14 quarters. The position peaked at $4.78K in Q1 2023. 591 funds tracked by Wall St. Rank hold PODD as of Q4 2023.

Thomas J. Herzfeld Advisors reported no remaining Insulet position as of Q4 2023 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 15 Insulet shares in Q4 2023, an estimated $2.39K.
Thomas J. Herzfeld Advisors first reported a position in Insulet in Q2 2020 and held it in 14 quarters.
Thomas J. Herzfeld Advisors's Insulet position peaked at $4.78K in Q1 2023.
591 funds tracked by Wall St. Rank held Insulet as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.