Operose Advisors’s Palomar PLMR Stock Holding History

Operose Advisors’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 Q4	–	Sell	-116	Closed	-$5.89K	–	698
2023 Q3	$5.89K	Buy	+116	New	+$6.34K	﹤0.01%	643

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Operose Advisors's PLMR Position: Q4 2023 in Review

Operose Advisors sold out of Palomar (PLMR) in Q4 2023, closing a stake of 116 shares — an estimated $5.89K sold.

Operose Advisors first reported a position in PLMR in Q3 2023 and held it in 1 quarter. The position peaked at $5.89K in Q3 2023. 202 funds tracked by Wall St. Rank hold PLMR as of Q4 2023.

Operose Advisors reported no remaining Palomar position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 116 Palomar shares in Q4 2023, an estimated $5.89K.
Operose Advisors first reported a position in Palomar in Q3 2023 and held it in 1 quarter.
Operose Advisors's Palomar position peaked at $5.89K in Q3 2023.
202 funds tracked by Wall St. Rank held Palomar as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.