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USCA RIA’s Palomar PLMR Stock Holding History

USCA RIA’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
2021
Q2 		$1.13M Hold
15,020
– – 0.07% 289
2021
Q1 		$1.01M Buy
15,020
+1,000
+7% +$89.7K 0.07% 297
2020
Q4 		$1.25M Hold
14,020
– – 0.09% 215
2020
Q3 		$1.46M Buy
14,020
+160
+1% +$15.7K 0.11% 170
2020
Q2 		$1.19M Hold
13,860
– – 0.11% 186
2020
Q1 		$806K Buy
+13,860
New +$724K 0.09% 218

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

USCA RIA's PLMR Position: Q2 2021 in Review

USCA RIA held its Palomar (PLMR) position steady in Q2 2021 at 15,020 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #289.

USCA RIA first reported a position in PLMR in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.46M in Q3 2020. 151 funds tracked by Wall St. Rank hold PLMR as of Q2 2021.

  • USCA RIA held 15,020 shares of Palomar worth $1.13M as of Q2 2021.
  • USCA RIA left its Palomar share count unchanged in Q2 2021.
  • Palomar made up 0.07% of USCA RIA's portfolio in Q2 2021, its #289 holding.
  • USCA RIA first reported a position in Palomar in Q1 2020 and has held it in 6 quarters since.
  • USCA RIA's Palomar position peaked at $1.46M in Q3 2020.
  • 151 funds tracked by Wall St. Rank held Palomar as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.