Fernwood Investment Management’s Palantir PLTR Stock Holding History

Fernwood Investment Management’s Portfolio PLTR Stock Details PLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$761K	Sell	10,065 -1,110	-10%	-$64.7K	0.26%	79
2024 Q3	$416K	Sell	11,175 -45	-0.4%	-$1.38K	0.14%	133
2024 Q2	$284K	Sell	11,220 -875	-7%	-$19.7K	0.09%	170
2024 Q1	$277K	Sell	12,095 -75	-0.6%	-$1.6K	0.08%	171
2023 Q4	$208K	Sell	12,170 -11,000	-47%	-$196K	0.07%	185
2023 Q3	$370K	Buy	23,170 +10,020	+76%	+$160K	0.13%	135
2023 Q2	$201K	Buy	13,150 +75	+0.6%	+$852	0.07%	184
2023 Q1	$110K	Buy	13,075 +75	+0.6%	+$587	0.04%	177
2022 Q4	$83.5K	Sell	13,000 -1,650	-11%	-$12.5K	0.03%	175
2022 Q3	$119K	Sell	14,650 -300	-2%	-$2.67K	0.05%	177
2022 Q2	$136K	Sell	14,950 -75	-0.5%	-$741	0.06%	174
2022 Q1	$206K	Buy	15,025 +2,675	+22%	+$35.7K	0.07%	188
2021 Q4	$225K	Sell	12,350 -40	-0.3%	-$883	0.07%	189
2021 Q3	$298K	Buy	+12,390	New	+$302K	0.1%	159

Other funds holding PLTR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fernwood Investment Management's PLTR Position: Q4 2024 in Review

Fernwood Investment Management reduced its Palantir (PLTR) stake by 9.9% in Q4 2024, selling an estimated $64.7K and leaving 10,065 shares worth $761K. The position accounts for 0.26% of the portfolio, ranked #79.

Fernwood Investment Management first reported a position in PLTR in Q3 2021 and has held it in 14 quarters since. 2,016 funds tracked by Wall St. Rank hold PLTR as of Q4 2024.

Fernwood Investment Management held 10,065 shares of Palantir worth $761K as of Q4 2024.
Fernwood Investment Management sold 1,110 Palantir shares in Q4 2024, an estimated $64.7K.
Palantir made up 0.26% of Fernwood Investment Management's portfolio in Q4 2024, its #79 holding.
Fernwood Investment Management first reported a position in Palantir in Q3 2021 and has held it in 14 quarters since.
2,016 funds tracked by Wall St. Rank held Palantir as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.