WRF
PLMR icon

Waddell & Reed Financial’s Palomar PLMR Stock Holding History

Waddell & Reed Financial’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
Q1 		– Sell
-118,989
Closed -$10.6M – 509
2020
Q4 		$10.6M Buy
+118,989
New +$10M 0.02% 395

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Waddell & Reed Financial's PLMR Position: Q1 2021 in Review

Waddell & Reed Financial sold out of Palomar (PLMR) in Q1 2021, closing a stake of 118,989 shares — an estimated $10.6M sold.

Waddell & Reed Financial first reported a position in PLMR in Q4 2020 and held it in 1 quarter. The position peaked at $10.6M in Q4 2020. 175 funds tracked by Wall St. Rank hold PLMR as of Q1 2021.

  • Waddell & Reed Financial reported no remaining Palomar position as of Q1 2021 after selling out during the quarter.
  • Waddell & Reed Financial sold 118,989 Palomar shares in Q1 2021, an estimated $10.6M.
  • Waddell & Reed Financial first reported a position in Palomar in Q4 2020 and held it in 1 quarter.
  • Waddell & Reed Financial's Palomar position peaked at $10.6M in Q4 2020.
  • 175 funds tracked by Wall St. Rank held Palomar as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.