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Aperio Group’s Palomar PLMR Stock Holding History

Aperio Group’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
2020
Q4 		$279K Sell
3,137
-40
-1% -$3.37K ﹤0.01% 2214
2020
Q3 		$331K Buy
+3,177
New +$312K ﹤0.01% 2027

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Aperio Group's PLMR Position: Q4 2020 in Review

Aperio Group reduced its Palomar (PLMR) stake by 1.3% in Q4 2020, selling an estimated $3.37K and leaving 3,137 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Aperio Group first reported a position in PLMR in Q3 2020 and has held it in 2 quarters since. The position peaked at $331K in Q3 2020. 190 funds tracked by Wall St. Rank hold PLMR as of Q4 2020.

  • Aperio Group held 3,137 shares of Palomar worth $279K as of Q4 2020.
  • Aperio Group sold 40 Palomar shares in Q4 2020, an estimated $3.37K.
  • Palomar made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2214 holding.
  • Aperio Group first reported a position in Palomar in Q3 2020 and has held it in 2 quarters since.
  • Aperio Group's Palomar position peaked at $331K in Q3 2020.
  • 190 funds tracked by Wall St. Rank held Palomar as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.