Tarbox Family Office’s Palomar PLMR Stock Holding History

Tarbox Family Office’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
2020 Q4	–	Sell	-18	Closed	-$2K	–	1184
2020 Q3	$2K	Buy	+18	New	+$1.76K	﹤0.01%	824

Other funds holding PLMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Tarbox Family Office's PLMR Position: Q4 2020 in Review

Tarbox Family Office sold out of Palomar (PLMR) in Q4 2020, closing a stake of 18 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in PLMR in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 190 funds tracked by Wall St. Rank hold PLMR as of Q4 2020.

Tarbox Family Office reported no remaining Palomar position as of Q4 2020 after selling out during the quarter.
Tarbox Family Office sold 18 Palomar shares in Q4 2020, an estimated $2K.
Tarbox Family Office first reported a position in Palomar in Q3 2020 and held it in 1 quarter.
Tarbox Family Office's Palomar position peaked at $2K in Q3 2020.
190 funds tracked by Wall St. Rank held Palomar as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.