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Bartlett & Co Wealth Management’s Palomar PLMR Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-10
Closed -$888 – 1170
2020
Q4 		$888 Buy
+10
New +$841 ﹤0.01% 1068

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bartlett & Co Wealth Management's PLMR Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Palomar (PLMR) in Q1 2021, closing a stake of 10 shares — an estimated $888 sold.

Bartlett & Co Wealth Management first reported a position in PLMR in Q4 2020 and held it in 1 quarter. The position peaked at $888 in Q4 2020. 175 funds tracked by Wall St. Rank hold PLMR as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Palomar position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 10 Palomar shares in Q1 2021, an estimated $888.
  • Bartlett & Co Wealth Management first reported a position in Palomar in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Palomar position peaked at $888 in Q4 2020.
  • 175 funds tracked by Wall St. Rank held Palomar as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.