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Disciplined Investments’s Palomar PLMR Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-4
Closed -$232 – 1164
2023
Q2 		$232 Buy
4
+1
+33% +$53 ﹤0.01% 1465
2023
Q1 		$166 Buy
3
+1
+50% +$54 ﹤0.01% 1517
2022
Q4 		$90 Sell
2
-2
-50% -$136 ﹤0.01% 1542
2022
Q3 		$0 Buy
4
+2
+100% +$147 ﹤0.01% 1515
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1531
2022
Q1 		$0 Buy
+2
New +$114 ﹤0.01% 1550

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Disciplined Investments's PLMR Position: Q3 2023 in Review

Disciplined Investments sold out of Palomar (PLMR) in Q3 2023, closing a stake of 4 shares — an estimated $232 sold.

Disciplined Investments first reported a position in PLMR in Q1 2022 and held it in 6 quarters. The position peaked at $232 in Q2 2023. 179 funds tracked by Wall St. Rank hold PLMR as of Q3 2023.

  • Disciplined Investments reported no remaining Palomar position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 4 Palomar shares in Q3 2023, an estimated $232.
  • Disciplined Investments first reported a position in Palomar in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Palomar position peaked at $232 in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Palomar as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.