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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 $6.73T AUM 46.02% 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 $3.89B AUM 16.15% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Bellecapital's PLMR Position: Q4 2023 in Review

Bellecapital sold out of Palomar (PLMR) in Q4 2023, closing a stake of 59,603 shares — an estimated $3.02M sold.

Bellecapital first reported a position in PLMR in Q4 2020 and held it in 12 quarters. The position peaked at $5.25M in Q3 2022. 202 funds tracked by Wall St. Rank hold PLMR as of Q4 2023.

  • Bellecapital reported no remaining Palomar position as of Q4 2023 after selling out during the quarter.
  • Bellecapital sold 59,603 Palomar shares in Q4 2023, an estimated $3.02M.
  • Bellecapital first reported a position in Palomar in Q4 2020 and held it in 12 quarters.
  • Bellecapital's Palomar position peaked at $5.25M in Q3 2022.
  • 202 funds tracked by Wall St. Rank held Palomar as of Q4 2023.

Based on Bellecapital's 13F filing for Q4 2023, filed 22 Jan 2024.