Bartlett & Co’s Palomar PLMR Stock Holding History

Bartlett & Co’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	-$1K	–	1141
2020 Q4	$1K	Buy	+10	New	+$841	﹤0.01%	1046

Other funds holding PLMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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 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 New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bartlett & Co sold out of Palomar (PLMR) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

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

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

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.