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Ergoteles’s Palomar PLMR Stock Holding History

Ergoteles’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
-7,009
Closed -$407K – 634
2023
Q2 		$407K Sell
7,009
-5,095
-42% -$273K 0.02% 688
2023
Q1 		$668K Buy
+12,104
New +$649K 0.03% 639
2022
Q3 		– Sell
-3,855
Closed -$248K – 1881
2022
Q2 		$248K Buy
+3,855
New +$233K 0.01% 1206

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

Ergoteles's PLMR Position: Q3 2023 in Review

Ergoteles sold out of Palomar (PLMR) in Q3 2023, closing a stake of 7,009 shares — an estimated $407K sold.

Ergoteles first reported a position in PLMR in Q2 2022 and held it in 3 quarters. The position peaked at $668K in Q1 2023. 179 funds tracked by Wall St. Rank hold PLMR as of Q3 2023.

  • Ergoteles reported no remaining Palomar position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 7,009 Palomar shares in Q3 2023, an estimated $407K.
  • Ergoteles first reported a position in Palomar in Q2 2022 and held it in 3 quarters.
  • Ergoteles's Palomar position peaked at $668K in Q1 2023.
  • 179 funds tracked by Wall St. Rank held Palomar as of Q3 2023.

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