B
PLMR icon

Bellecapital’s Palomar PLMR Stock Holding History

Bellecapital’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
2023
Q4 		– Sell
-59,603
Closed -$3.02M – 164
2023
Q3 		$3.02M Sell
59,603
-2,834
-5% -$155K 0.76% 37
2023
Q2 		$3.62M Buy
62,437
+2,157
+4% +$115K 0.88% 36
2023
Q1 		$3.33M Sell
60,280
-258
-0.4% -$13.8K 0.83% 35
2022
Q4 		$2.73M Sell
60,538
-2,194
-3% -$149K 0.77% 37
2022
Q3 		$5.25M Sell
62,732
-310
-0.5% -$22.8K 1.6% 19
2022
Q2 		$4.06M Buy
63,042
+64
+0.1% +$3.86K 1.13% 26
2022
Q1 		$4.03M Buy
62,978
+17,959
+40% +$1.02M 1.28% 24
2021
Q4 		$2.92M Sell
45,019
-1,224
-3% -$95.2K 0.83% 36
2021
Q3 		$3.74M Hold
46,243
– – 1.14% 25
2021
Q2 		$3.49M Sell
46,243
-994
-2% -$71.7K 1.06% 28
2021
Q1 		$3.17M Buy
47,237
+4,867
+11% +$437K 0.99% 29
2020
Q4 		$3.76M Buy
+42,370
New +$3.56M 1.26% 26

Other funds holding PLMR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return