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Castleview Partners’s Palomar PLMR Stock Holding History

Castleview Partners’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
-3,241
Closed -$272K – 989
2024
Q1 		$272K Buy
+3,241
New +$222K 0.15% 147

Other funds holding PLMR

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Vanguard Group
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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

Castleview Partners's PLMR Position: Q2 2024 in Review

Castleview Partners sold out of Palomar (PLMR) in Q2 2024, closing a stake of 3,241 shares — an estimated $272K sold.

Castleview Partners first reported a position in PLMR in Q1 2024 and held it in 1 quarter. The position peaked at $272K in Q1 2024. 228 funds tracked by Wall St. Rank hold PLMR as of Q2 2024.

  • Castleview Partners reported no remaining Palomar position as of Q2 2024 after selling out during the quarter.
  • Castleview Partners sold 3,241 Palomar shares in Q2 2024, an estimated $272K.
  • Castleview Partners first reported a position in Palomar in Q1 2024 and held it in 1 quarter.
  • Castleview Partners's Palomar position peaked at $272K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Palomar as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.