FORA Capital’s Palomar PLMR Stock Holding History

FORA Capital’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 Q1	–	Sell	-4,603	Closed	-$208K	–	657
2022 Q4	$208K	Buy	+4,603	New	+$314K	0.03%	439
2021 Q2	–	Sell	-4,362	Closed	-$292K	–	1087
2021 Q1	$292K	Buy	+4,362	New	+$391K	0.1%	237
2020 Q3	–	Sell	-4,307	Closed	-$369K	–	902
2020 Q2	$369K	Buy	4,307 +1,019	+31%	+$67.6K	0.13%	214
2020 Q1	$191K	Buy	+3,288	New	+$172K	0.04%	463

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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 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

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

SIMG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FORA Capital's PLMR Position: Q1 2023 in Review

FORA Capital sold out of Palomar (PLMR) in Q1 2023, closing a stake of 4,603 shares — an estimated $208K sold.

FORA Capital first reported a position in PLMR in Q1 2020 and held it in 4 quarters. The position peaked at $369K in Q2 2020. 176 funds tracked by Wall St. Rank hold PLMR as of Q1 2023.

FORA Capital reported no remaining Palomar position as of Q1 2023 after selling out during the quarter.
FORA Capital sold 4,603 Palomar shares in Q1 2023, an estimated $208K.
FORA Capital first reported a position in Palomar in Q1 2020 and held it in 4 quarters.
FORA Capital's Palomar position peaked at $369K in Q2 2020.
176 funds tracked by Wall St. Rank held Palomar as of Q1 2023.

Based on FORA Capital's 13F filing for Q1 2023, filed 12 May 2023.