PMA
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Prudent Man Advisors’s Palomar PLMR Stock Holding History

Prudent Man 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
2021
Q4 		– Sell
-2,902
Closed -$235K – 203
2021
Q3 		$235K Sell
2,902
-10
-0.3% -$826 0.09% 174
2021
Q2 		$220K Buy
+2,912
New +$210K 0.08% 195

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prudent Man Advisors's PLMR Position: Q4 2021 in Review

Prudent Man Advisors sold out of Palomar (PLMR) in Q4 2021, closing a stake of 2,902 shares — an estimated $235K sold.

Prudent Man Advisors first reported a position in PLMR in Q2 2021 and held it in 2 quarters. The position peaked at $235K in Q3 2021. 160 funds tracked by Wall St. Rank hold PLMR as of Q4 2021.

  • Prudent Man Advisors reported no remaining Palomar position as of Q4 2021 after selling out during the quarter.
  • Prudent Man Advisors sold 2,902 Palomar shares in Q4 2021, an estimated $235K.
  • Prudent Man Advisors first reported a position in Palomar in Q2 2021 and held it in 2 quarters.
  • Prudent Man Advisors's Palomar position peaked at $235K in Q3 2021.
  • 160 funds tracked by Wall St. Rank held Palomar as of Q4 2021.

Based on Prudent Man Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.