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Raymond James & Associates’s Palomar PLMR Stock Holding History

Raymond James & 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
2024
Q3 		$1.61M Buy
16,977
+6,154
+57% +$567K ﹤0.01% 2363
2024
Q2 		$878K Buy
10,823
+3,431
+46% +$280K ﹤0.01% 2712
2024
Q1 		$620K Buy
7,392
+2,115
+40% +$145K ﹤0.01% 2926
2023
Q4 		$293K Buy
+5,277
New +$295K ﹤0.01% 3293
2022
Q3 		– Sell
-10,107
Closed -$651K – 4099
2022
Q2 		$651K Buy
+10,107
New +$610K ﹤0.01% 2736
2021
Q1 		– Sell
-5,167
Closed -$459K – 4083
2020
Q4 		$459K Sell
5,167
-443
-8% -$37.3K ﹤0.01% 2874
2020
Q3 		$585K Buy
+5,610
New +$550K ﹤0.01% 2509

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 $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James & Associates's PLMR Position: Q3 2024 in Review

Raymond James & Associates increased its Palomar (PLMR) stake by 57% in Q3 2024, buying an estimated $567K and bringing the position to 16,977 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Raymond James & Associates first reported a position in PLMR in Q3 2020 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold PLMR as of Q3 2024.

  • Raymond James & Associates held 16,977 shares of Palomar worth $1.61M as of Q3 2024.
  • Raymond James & Associates bought 6,154 Palomar shares in Q3 2024, an estimated $567K.
  • Palomar made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2363 holding.
  • Raymond James & Associates first reported a position in Palomar in Q3 2020 and has held it in 7 quarters since.
  • 274 funds tracked by Wall St. Rank held Palomar as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.