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Owls Nest Partners IA’s Palomar PLMR Stock Holding History

Owls Nest Partners IA’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
-35,500
Closed -$1.8M – 16
2023
Q3 		$1.8M Buy
35,500
+16,000
+82% +$875K 0.58% 12
2023
Q2 		$1.13M Buy
+19,500
New +$1.04M 0.35% 12

Other funds holding PLMR

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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
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Owls Nest Partners IA's PLMR Position: Q4 2023 in Review

Owls Nest Partners IA sold out of Palomar (PLMR) in Q4 2023, closing a stake of 35,500 shares — an estimated $1.8M sold.

Owls Nest Partners IA first reported a position in PLMR in Q2 2023 and held it in 2 quarters. The position peaked at $1.8M in Q3 2023. 202 funds tracked by Wall St. Rank hold PLMR as of Q4 2023.

  • Owls Nest Partners IA reported no remaining Palomar position as of Q4 2023 after selling out during the quarter.
  • Owls Nest Partners IA sold 35,500 Palomar shares in Q4 2023, an estimated $1.8M.
  • Owls Nest Partners IA first reported a position in Palomar in Q2 2023 and held it in 2 quarters.
  • Owls Nest Partners IA's Palomar position peaked at $1.8M in Q3 2023.
  • 202 funds tracked by Wall St. Rank held Palomar as of Q4 2023.

Based on Owls Nest Partners IA's 13F filing for Q4 2023, filed 14 Feb 2024.