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Mendota Financial Group’s Palomar PLMR Stock Holding History

Mendota Financial Group’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
-2
Closed -$190 – 952
2024
Q3 		$190 Buy
+2
New +$184 ﹤0.01% 651

Other funds holding PLMR

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Vanguard Group
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State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
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

Mendota Financial Group's PLMR Position: Q4 2024 in Review

Mendota Financial Group sold out of Palomar (PLMR) in Q4 2024, closing a stake of 2 shares — an estimated $190 sold.

Mendota Financial Group first reported a position in PLMR in Q3 2024 and held it in 1 quarter. The position peaked at $190 in Q3 2024. 279 funds tracked by Wall St. Rank hold PLMR as of Q4 2024.

  • Mendota Financial Group reported no remaining Palomar position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2 Palomar shares in Q4 2024, an estimated $190.
  • Mendota Financial Group first reported a position in Palomar in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Palomar position peaked at $190 in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Palomar as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.