Triodos Investment Management’s Insulet PODD Stock Holding History

Triodos Investment 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 Q2	–	Sell	-40,000	Closed	-$12.8M	–	47
2023 Q1	$12.8M	Sell	40,000 -10,000	-20%	-$2.96M	1.43%	31
2022 Q4	$14.7M	Hold	50,000	–	–	1.94%	25
2022 Q3	$11.5M	Hold	50,000	–	–	1.64%	28
2022 Q2	$10.9M	Hold	50,000	–	–	1.53%	30
2022 Q1	$13.3M	Hold	50,000	–	–	1.7%	29
2021 Q4	$13.3M	Buy	50,000 +10,000	+25%	+$2.9M	1.74%	27
2021 Q3	$11.4M	Hold	40,000	–	–	1.53%	27
2021 Q2	$11M	Buy	40,000 +15,000	+60%	+$4.08M	1.47%	31
2021 Q1	$6.52M	Sell	25,000 -5,000	-17%	-$1.34M	1.03%	31
2020 Q4	$7.67M	Hold	30,000	–	–	1.27%	29
2020 Q3	$7.1M	Hold	30,000	–	–	1.46%	27
2020 Q2	$5.83M	Buy	30,000 +8,000	+36%	+$1.53M	1.38%	27
2020 Q1	$3.65M	Hold	22,000	–	–	1.03%	29
2019 Q4	$3.77M	Buy	22,000 +2,000	+10%	+$333K	0.84%	32
2019 Q3	$3.3M	Sell	20,000 -10,000	-33%	-$1.41M	0.84%	32
2019 Q2	$3.58M	Sell	30,000 -25,000	-45%	-$2.56M	0.83%	31
2019 Q1	$5.23M	Sell	55,000 -5,000	-8%	-$429K	1.06%	30
2018 Q4	$4.76M	Sell	60,000 -20,000	-25%	-$1.69M	1.02%	32
2018 Q3	$8.48M	Sell	80,000 -12,000	-13%	-$1.12M	1.47%	25
2018 Q2	$7.88M	Buy	+92,000	New	+$8.25M	1.48%	28

Other funds holding PODD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triodos Investment Management's PODD Position: Q2 2023 in Review

Triodos Investment Management sold out of Insulet (PODD) in Q2 2023, closing a stake of 40,000 shares — an estimated $12.8M sold.

Triodos Investment Management first reported a position in PODD in Q2 2018 and held it in 20 quarters. The position peaked at $14.7M in Q4 2022. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

Triodos Investment Management reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
Triodos Investment Management sold 40,000 Insulet shares in Q2 2023, an estimated $12.8M.
Triodos Investment Management first reported a position in Insulet in Q2 2018 and held it in 20 quarters.
Triodos Investment Management's Insulet position peaked at $14.7M in Q4 2022.
578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on Triodos Investment Management's 13F filing for Q2 2023, filed 9 Aug 2023.