Ownership history in SHEETS SMITH WEALTH MANAGEMENT Β· 6 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in INSULET CORP (PODD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SHEETS SMITH WEALTH MANAGEMENT underperformed the S&P 500 by β45.9% annually on this PODD position. Timing score: 40% (2/5 decisions correct). Average cost basis: $261.76. Maximum drawdown during holding period: β9.0%.
β Significantly underperformed the S&P 500 by 45.9% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $255.63 (2020 Q4) Β· Worst: $314.18 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size