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1900 Wealth Management’s Palomar PLMR Stock Holding History

1900 Wealth Management’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,521
Closed -$211K – 240
2022
Q3 		$211K Buy
+2,521
New +$185K 0.02% 213

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

1900 Wealth Management's PLMR Position: Q4 2022 in Review

1900 Wealth Management sold out of Palomar (PLMR) in Q4 2022, closing a stake of 2,521 shares — an estimated $211K sold.

1900 Wealth Management first reported a position in PLMR in Q3 2022 and held it in 1 quarter. The position peaked at $211K in Q3 2022. 192 funds tracked by Wall St. Rank hold PLMR as of Q4 2022.

  • 1900 Wealth Management reported no remaining Palomar position as of Q4 2022 after selling out during the quarter.
  • 1900 Wealth Management sold 2,521 Palomar shares in Q4 2022, an estimated $211K.
  • 1900 Wealth Management first reported a position in Palomar in Q3 2022 and held it in 1 quarter.
  • 1900 Wealth Management's Palomar position peaked at $211K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held Palomar as of Q4 2022.

Based on 1900 Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.