Waratah Capital Advisors’s Insulet PODD Stock Holding History

Waratah Capital 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
2024 Q1	–	Sell	-1,351	Closed	-$293K	–	197
2023 Q4	$293K	Buy	+1,351	New	+$232K	0.01%	119

Other funds holding PODD

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waratah Capital Advisors's PODD Position: Q1 2024 in Review

Waratah Capital Advisors sold out of Insulet (PODD) in Q1 2024, closing a stake of 1,351 shares — an estimated $293K sold.

Waratah Capital Advisors first reported a position in PODD in Q4 2023 and held it in 1 quarter. The position peaked at $293K in Q4 2023. 563 funds tracked by Wall St. Rank hold PODD as of Q1 2024.

Waratah Capital Advisors reported no remaining Insulet position as of Q1 2024 after selling out during the quarter.
Waratah Capital Advisors sold 1,351 Insulet shares in Q1 2024, an estimated $293K.
Waratah Capital Advisors first reported a position in Insulet in Q4 2023 and held it in 1 quarter.
Waratah Capital Advisors's Insulet position peaked at $293K in Q4 2023.
563 funds tracked by Wall St. Rank held Insulet as of Q1 2024.

Based on Waratah Capital Advisors's 13F filing for Q1 2024, filed 14 May 2024.