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Belpointe Asset Management’s Palomar PLMR Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-2,305
Closed -$127K – 2586
2023
Q1 		$127K Buy
2,305
+1,650
+252% +$88.4K 0.01% 1173
2022
Q4 		$29.6K Sell
655
-1,670
-72% -$114K ﹤0.01% 1918
2022
Q3 		$195K Buy
2,325
+20
+0.9% +$1.47K 0.01% 852
2022
Q2 		$148K Hold
2,305
– – 0.01% 945
2022
Q1 		$147K Buy
2,305
+450
+24% +$25.6K 0.01% 1053
2021
Q4 		$120K Sell
1,855
-400
-18% -$31.1K 0.01% 1117
2021
Q3 		$182K Buy
+2,255
New +$186K 0.01% 888

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's PLMR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Palomar (PLMR) in Q2 2023, closing a stake of 2,305 shares — an estimated $127K sold.

Belpointe Asset Management first reported a position in PLMR in Q3 2021 and held it in 7 quarters. The position peaked at $195K in Q3 2022. 176 funds tracked by Wall St. Rank hold PLMR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Palomar position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,305 Palomar shares in Q2 2023, an estimated $127K.
  • Belpointe Asset Management first reported a position in Palomar in Q3 2021 and held it in 7 quarters.
  • Belpointe Asset Management's Palomar position peaked at $195K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Palomar as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.