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TrustCore Financial Services’s Insulet PODD Stock Holding History

TrustCore Financial Services’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
Q4 		– Sell
-39
Closed -$9K – 1126
2022
Q3 		$9K Buy
+39
New +$9.77K ﹤0.01% 767
2020
Q1 		– Sell
-11
Closed -$2K – 945
2019
Q4 		$2K Buy
+11
New +$1.83K ﹤0.01% 831

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrustCore Financial Services's PODD Position: Q4 2022 in Review

TrustCore Financial Services sold out of Insulet (PODD) in Q4 2022, closing a stake of 39 shares — an estimated $9K sold.

TrustCore Financial Services first reported a position in PODD in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 525 funds tracked by Wall St. Rank hold PODD as of Q4 2022.

  • TrustCore Financial Services reported no remaining Insulet position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 39 Insulet shares in Q4 2022, an estimated $9K.
  • TrustCore Financial Services first reported a position in Insulet in Q4 2019 and held it in 2 quarters.
  • TrustCore Financial Services's Insulet position peaked at $9K in Q3 2022.
  • 525 funds tracked by Wall St. Rank held Insulet as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.