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Steward Financial Group’s Palomar PLMR Stock Holding History

Steward 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
Q3 		$0 Buy
+9
New +$492 ﹤0.01% 1505
2023
Q2 		– Sell
-10
Closed – – 854
2023
Q1 		$0 Buy
10
+8
+400% +$429 ﹤0.01% 866
2022
Q4 		$0 Buy
+2
New +$136 ﹤0.01% 747
2022
Q3 		– Sell
-7
Closed – – 988
2022
Q2 		$0 Buy
+7
New +$422 ﹤0.01% 1276

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Steward Financial Group's PLMR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Palomar (PLMR) in Q3 2023: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PLMR as recently as Q1 2023.

Steward Financial Group first reported a position in PLMR in Q2 2022 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold PLMR as of Q3 2023.

  • Steward Financial Group held 9 shares of Palomar worth $0 as of Q3 2023.
  • Palomar was a new Steward Financial Group position in Q3 2023.
  • Palomar made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1505 holding.
  • Steward Financial Group first reported a position in Palomar in Q2 2022 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held Palomar as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.