Everence Capital Management’s Palomar PLMR Stock Holding History

Everence Capital 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
2024 Q4	–	Sell	-3,850	Closed	-$364K	–	985
2024 Q3	$364K	Hold	3,850	–	–	0.02%	523
2024 Q2	$303	Hold	3,850	–	–	0.02%	541
2024 Q1	$323	Hold	3,850	–	–	0.02%	540
2023 Q4	$214K	Buy	+3,850	New	+$215K	0.02%	683
2023 Q3	–	Sell	-3,850	Closed	-$210K	–	783
2023 Q2	$210K	Hold	3,850	–	–	0.02%	634
2023 Q1	$213	Buy	+3,850	New	+$206K	0.02%	661
2022 Q4	–	Sell	-3,850	Closed	-$322K	–	793
2022 Q3	$322K	Buy	+3,850	New	+$283K	0.03%	488
2021 Q4	–	Sell	-2,530	Closed	-$204K	–	786
2021 Q3	$204K	Buy	+2,530	New	+$209K	0.02%	693
2021 Q2	–	Sell	-4,010	Closed	-$269K	–	741
2021 Q1	$269K	Hold	4,010	–	–	0.02%	595
2020 Q4	$356K	Buy	4,010 +860	+27%	+$72.3K	0.03%	447
2020 Q3	$328K	Buy	+3,150	New	+$309K	0.04%	430

Other funds holding PLMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Everence Capital Management's PLMR Position: Q4 2024 in Review

Everence Capital Management sold out of Palomar (PLMR) in Q4 2024, closing a stake of 3,850 shares — an estimated $364K sold.

Everence Capital Management first reported a position in PLMR in Q3 2020 and held it in 11 quarters. The position peaked at $364K in Q3 2024. 279 funds tracked by Wall St. Rank hold PLMR as of Q4 2024.

Everence Capital Management reported no remaining Palomar position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 3,850 Palomar shares in Q4 2024, an estimated $364K.
Everence Capital Management first reported a position in Palomar in Q3 2020 and held it in 11 quarters.
Everence Capital Management's Palomar position peaked at $364K in Q3 2024.
279 funds tracked by Wall St. Rank held Palomar as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.