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Schubert & Co’s Palomar PLMR Stock Holding History

Schubert & Co’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
Q2 		– Sell
-9
Closed -$497 – 1117
2023
Q1 		$497 Buy
9
+2
+29% +$107 ﹤0.01% 1413
2022
Q4 		$316 Sell
7
-5
-42% -$341 ﹤0.01% 1470
2022
Q3 		$1K Buy
12
+5
+71% +$367 ﹤0.01% 1209
2022
Q2 		$0 Buy
7
+3
+75% +$181 ﹤0.01% 1556
2022
Q1 		$0 Buy
4
+2
+100% +$114 ﹤0.01% 1272
2021
Q4 		$0 Buy
+2
New +$156 ﹤0.01% 1220

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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schubert & Co's PLMR Position: Q2 2023 in Review

Schubert & Co sold out of Palomar (PLMR) in Q2 2023, closing a stake of 9 shares — an estimated $497 sold.

Schubert & Co first reported a position in PLMR in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 176 funds tracked by Wall St. Rank hold PLMR as of Q2 2023.

  • Schubert & Co reported no remaining Palomar position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 9 Palomar shares in Q2 2023, an estimated $497.
  • Schubert & Co first reported a position in Palomar in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Palomar position peaked at $1K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Palomar as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.