FPS
PLMR icon

Fieldpoint Private Securities’s Palomar PLMR Stock Holding History

Fieldpoint Private Securities’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
2021
Q4 		– Sell
-15
Closed -$1K – 1722
2021
Q3 		$1K Sell
15
-5
-25% -$413 ﹤0.01% 1592
2021
Q2 		$2K Hold
20
– – ﹤0.01% 1401
2021
Q1 		$1K Hold
20
– – ﹤0.01% 1509
2020
Q4 		$2K Buy
+20
New +$1.68K ﹤0.01% 1336

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fieldpoint Private Securities's PLMR Position: Q4 2021 in Review

Fieldpoint Private Securities sold out of Palomar (PLMR) in Q4 2021, closing a stake of 15 shares — an estimated $1K sold.

Fieldpoint Private Securities first reported a position in PLMR in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 160 funds tracked by Wall St. Rank hold PLMR as of Q4 2021.

  • Fieldpoint Private Securities reported no remaining Palomar position as of Q4 2021 after selling out during the quarter.
  • Fieldpoint Private Securities sold 15 Palomar shares in Q4 2021, an estimated $1K.
  • Fieldpoint Private Securities first reported a position in Palomar in Q4 2020 and held it in 4 quarters.
  • Fieldpoint Private Securities's Palomar position peaked at $2K in Q2 2021.
  • 160 funds tracked by Wall St. Rank held Palomar as of Q4 2021.

Based on Fieldpoint Private Securities's 13F filing for Q4 2021, filed 24 Jan 2022.