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PODD icon

UBS’s Insulet PODD Stock Holding History

UBS’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
2014
Q3 		– Sell
-200
Closed -$8K – 10655
2014
Q2 		$8K Sell
200
-300
-60% -$11.5K ﹤0.01% 9107
2014
Q1 		$24K Buy
+500
New +$22.1K ﹤0.01% 7853
2013
Q4 		– Sell
-500
Closed -$18K – 10673
2013
Q3 		$18K Buy
+500
New +$16.8K ﹤0.01% 8196

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS's PODD Position: Q3 2014 in Review

UBS reduced its Insulet (PODD) stake by 56% in Q3 2014, selling an estimated $22.8K and leaving 497 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #8082.

UBS first reported a position in PODD in Q2 2013 and has held it in 6 quarters since. The position peaked at $644K in Q4 2013. 169 funds tracked by Wall St. Rank hold PODD as of Q3 2014.

  • UBS held 497 shares of Insulet worth $19K as of Q3 2014.
  • UBS sold 625 Insulet shares in Q3 2014, an estimated $22.8K.
  • Insulet made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8082 holding.
  • UBS first reported a position in Insulet in Q2 2013 and has held it in 6 quarters since.
  • UBS's Insulet position peaked at $644K in Q4 2013.
  • 169 funds tracked by Wall St. Rank held Insulet as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.