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Northwest & Ethical Investments’s Palomar PLMR Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-1,000
Closed -$83.8K – 517
2024
Q1 		$83.8K Buy
+1,000
New +$68.6K ﹤0.01% 450

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Northwest & Ethical Investments's PLMR Position: Q2 2024 in Review

Northwest & Ethical Investments sold out of Palomar (PLMR) in Q2 2024, closing a stake of 1,000 shares — an estimated $83.8K sold.

Northwest & Ethical Investments first reported a position in PLMR in Q1 2024 and held it in 1 quarter. The position peaked at $83.8K in Q1 2024. 228 funds tracked by Wall St. Rank hold PLMR as of Q2 2024.

  • Northwest & Ethical Investments reported no remaining Palomar position as of Q2 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,000 Palomar shares in Q2 2024, an estimated $83.8K.
  • Northwest & Ethical Investments first reported a position in Palomar in Q1 2024 and held it in 1 quarter.
  • Northwest & Ethical Investments's Palomar position peaked at $83.8K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Palomar as of Q2 2024.

Based on Northwest & Ethical Investments's 13F filing for Q2 2024, filed 14 Aug 2024.