WRF
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Waddell & Reed Financial’s Insulet PODD Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$40.3M Hold
154,361
– – 0.08% 291
2020
Q4 		$39.5M Hold
154,361
– – 0.08% 261
2020
Q3 		$36.5M Sell
154,361
-225,308
-59% -$47.5M 0.09% 254
2020
Q2 		$73.8M Sell
379,669
-84,859
-18% -$16.2M 0.19% 140
2020
Q1 		$77M Sell
464,528
-104,895
-18% -$19.2M 0.25% 111
2019
Q4 		$97.5M Sell
569,423
-150,735
-21% -$25.1M 0.24% 120
2019
Q3 		$119M Sell
720,158
-120,604
-14% -$16.9M 0.31% 92
2019
Q2 		$100M Sell
840,762
-30,274
-3% -$3.1M 0.25% 117
2019
Q1 		$82.8M Buy
871,036
+187,126
+27% +$16M 0.21% 135
2018
Q4 		$54.2M Buy
683,910
+149,292
+28% +$12.6M 0.15% 181
2018
Q3 		$56.6M Buy
534,618
+389,687
+269% +$36.5M 0.13% 190
2018
Q2 		$12.4M Sell
144,931
-39,100
-21% -$3.51M 0.03% 389
2018
Q1 		$16M Sell
184,031
-36,800
-17% -$2.86M 0.04% 358
2017
Q4 		$15.2M Sell
220,831
-22,169
-9% -$1.45M 0.03% 367
2017
Q3 		$13.4M Buy
243,000
+31,500
+15% +$1.72M 0.03% 377
2017
Q2 		$10.9M Buy
+211,500
New +$9.18M 0.02% 408

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Waddell & Reed Financial's PODD Position: Q1 2021 in Review

Waddell & Reed Financial held its Insulet (PODD) position steady in Q1 2021 at 154,361 shares worth $40.3M. The position accounts for 0.08% of the portfolio, ranked #291.

Waddell & Reed Financial first reported a position in PODD in Q2 2017 and has held it in 16 quarters since. The position peaked at $119M in Q3 2019. 453 funds tracked by Wall St. Rank hold PODD as of Q1 2021.

  • Waddell & Reed Financial held 154,361 shares of Insulet worth $40.3M as of Q1 2021.
  • Waddell & Reed Financial left its Insulet share count unchanged in Q1 2021.
  • Insulet made up 0.08% of Waddell & Reed Financial's portfolio in Q1 2021, its #291 holding.
  • Waddell & Reed Financial first reported a position in Insulet in Q2 2017 and has held it in 16 quarters since.
  • Waddell & Reed Financial's Insulet position peaked at $119M in Q3 2019.
  • 453 funds tracked by Wall St. Rank held Insulet as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.