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Capital Impact Advisors’s Palomar PLMR Stock Holding History

Capital Impact Advisors’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
2024
Q2 		– Sell
-17,232
Closed -$1.44M – 88
2024
Q1 		$1.44M Buy
+17,232
New +$1.18M 1.88% 14
2023
Q3 		– Sell
-10,302
Closed -$598K – 155
2023
Q2 		$598K Buy
10,302
+456
+5% +$24.4K 0.66% 63
2023
Q1 		$543K Sell
9,846
-2,697
-22% -$145K 0.67% 64
2022
Q4 		$566K Hold
12,543
– – 0.55% 66
2022
Q3 		$820K Buy
12,543
+508
+4% +$37.3K 0.82% 22
2022
Q2 		$775K Buy
12,035
+2,894
+32% +$175K 0.72% 27
2022
Q1 		$585K Buy
+9,141
New +$519K 0.43% 121
2020
Q4 		– Sell
-27,000
Closed -$2.81M – 118
2020
Q3 		$2.81M Buy
+27,000
New +$2.65M 0.83% 51

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Capital Impact Advisors's PLMR Position: Q2 2024 in Review

Capital Impact Advisors sold out of Palomar (PLMR) in Q2 2024, closing a stake of 17,232 shares — an estimated $1.44M sold.

Capital Impact Advisors first reported a position in PLMR in Q3 2020 and held it in 8 quarters. The position peaked at $2.81M in Q3 2020. 228 funds tracked by Wall St. Rank hold PLMR as of Q2 2024.

  • Capital Impact Advisors reported no remaining Palomar position as of Q2 2024 after selling out during the quarter.
  • Capital Impact Advisors sold 17,232 Palomar shares in Q2 2024, an estimated $1.44M.
  • Capital Impact Advisors first reported a position in Palomar in Q3 2020 and held it in 8 quarters.
  • Capital Impact Advisors's Palomar position peaked at $2.81M in Q3 2020.
  • 228 funds tracked by Wall St. Rank held Palomar as of Q2 2024.

Based on Capital Impact Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.