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Windsor Advisory Group’s Insulet PODD Stock Holding History

Windsor Advisory Group’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
Q3 		– Sell
-700
Closed -$202K – 62
2023
Q2 		$202K Hold
700
– – 0.5% 38
2023
Q1 		$223K Hold
700
– – 0.53% 43
2022
Q4 		$206K Buy
+700
New +$193K 0.55% 42

Other funds holding PODD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Windsor Advisory Group's PODD Position: Q3 2023 in Review

Windsor Advisory Group sold out of Insulet (PODD) in Q3 2023, closing a stake of 700 shares — an estimated $202K sold.

Windsor Advisory Group first reported a position in PODD in Q4 2022 and held it in 3 quarters. The position peaked at $223K in Q1 2023. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

  • Windsor Advisory Group reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
  • Windsor Advisory Group sold 700 Insulet shares in Q3 2023, an estimated $202K.
  • Windsor Advisory Group first reported a position in Insulet in Q4 2022 and held it in 3 quarters.
  • Windsor Advisory Group's Insulet position peaked at $223K in Q1 2023.
  • 528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Windsor Advisory Group's 13F filing for Q3 2023, filed 31 Oct 2023.