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RFP Financial Group’s Palomar PLMR Stock Holding History

RFP Financial Group’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
-19
Closed -$964 – 971
2023
Q3 		$964 Hold
19
– – ﹤0.01% 779
2023
Q2 		$1.1K Hold
19
– – ﹤0.01% 803
2023
Q1 		$1.05K Hold
19
– – ﹤0.01% 630
2022
Q4 		$858 Buy
+19
New +$1.29K ﹤0.01% 804

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
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

RFP Financial Group's PLMR Position: Q4 2023 in Review

RFP Financial Group sold out of Palomar (PLMR) in Q4 2023, closing a stake of 19 shares — an estimated $964 sold.

RFP Financial Group first reported a position in PLMR in Q4 2022 and held it in 4 quarters. The position peaked at $1.1K in Q2 2023. 202 funds tracked by Wall St. Rank hold PLMR as of Q4 2023.

  • RFP Financial Group reported no remaining Palomar position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 19 Palomar shares in Q4 2023, an estimated $964.
  • RFP Financial Group first reported a position in Palomar in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Palomar position peaked at $1.1K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held Palomar as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.