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Independent Advisor Alliance’s Palomar PLMR Stock Holding History

Independent Advisor Alliance’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
2020
Q4 		– Sell
-12,780
Closed -$1.33M – 594
2020
Q3 		$1.33M Buy
+12,780
New +$1.25M 0.1% 150

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
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

Independent Advisor Alliance's PLMR Position: Q4 2020 in Review

Independent Advisor Alliance sold out of Palomar (PLMR) in Q4 2020, closing a stake of 12,780 shares — an estimated $1.33M sold.

Independent Advisor Alliance first reported a position in PLMR in Q3 2020 and held it in 1 quarter. The position peaked at $1.33M in Q3 2020. 190 funds tracked by Wall St. Rank hold PLMR as of Q4 2020.

  • Independent Advisor Alliance reported no remaining Palomar position as of Q4 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,780 Palomar shares in Q4 2020, an estimated $1.33M.
  • Independent Advisor Alliance first reported a position in Palomar in Q3 2020 and held it in 1 quarter.
  • Independent Advisor Alliance's Palomar position peaked at $1.33M in Q3 2020.
  • 190 funds tracked by Wall St. Rank held Palomar as of Q4 2020.

Based on Independent Advisor Alliance's 13F filing for Q4 2020, filed 11 Feb 2021.