PPA
PLMR icon

Parametric Portfolio Associates’s Palomar PLMR Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$4.83M Buy
75,517
+44,550
+144% +$2.53M ﹤0.01% 1881
2021
Q4 		$2.01M Sell
30,967
-22,497
-42% -$1.75M ﹤0.01% 2434
2021
Q3 		$4.32M Buy
53,464
+5,596
+12% +$462K ﹤0.01% 1943
2021
Q2 		$3.61M Buy
47,868
+19,668
+70% +$1.42M ﹤0.01% 2079
2021
Q1 		$1.89M Sell
28,200
-1,018
-3% -$91.3K ﹤0.01% 2814
2020
Q4 		$2.6M Sell
29,218
-17,489
-37% -$1.47M ﹤0.01% 2494
2020
Q3 		$4.87M Buy
46,707
+12,156
+35% +$1.19M ﹤0.01% 1919
2020
Q2 		$2.96M Buy
34,551
+3,598
+12% +$239K ﹤0.01% 2241
2020
Q1 		$1.8M Sell
30,953
-5,728
-16% -$299K ﹤0.01% 2449
2019
Q4 		$1.85M Buy
36,681
+24,175
+193% +$1.13M ﹤0.01% 2739
2019
Q3 		$493K Buy
+12,506
New +$390K ﹤0.01% 3351

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Parametric Portfolio Associates's PLMR Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Palomar (PLMR) stake by 144% in Q1 2022, buying an estimated $2.53M and bringing the position to 75,517 shares worth $4.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Parametric Portfolio Associates first reported a position in PLMR in Q3 2019 and has held it in 11 quarters since. The position peaked at $4.87M in Q3 2020. 177 funds tracked by Wall St. Rank hold PLMR as of Q1 2022.

  • Parametric Portfolio Associates held 75,517 shares of Palomar worth $4.83M as of Q1 2022.
  • Parametric Portfolio Associates bought 44,550 Palomar shares in Q1 2022, an estimated $2.53M.
  • Palomar made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1881 holding.
  • Parametric Portfolio Associates first reported a position in Palomar in Q3 2019 and has held it in 11 quarters since.
  • Parametric Portfolio Associates's Palomar position peaked at $4.87M in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Palomar as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.