Welch & Forbes’s Palomar PLMR Stock Holding History

Welch & Forbes’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	-2,500	Closed	-$222K	–	392
2020 Q4	$222K	Buy	+2,500	New	+$210K	﹤0.01%	372

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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 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

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

Welch & Forbes's PLMR Position: Q1 2021 in Review

Welch & Forbes sold out of Palomar (PLMR) in Q1 2021, closing a stake of 2,500 shares — an estimated $222K sold.

Welch & Forbes first reported a position in PLMR in Q4 2020 and held it in 1 quarter. The position peaked at $222K in Q4 2020. 175 funds tracked by Wall St. Rank hold PLMR as of Q1 2021.

Welch & Forbes reported no remaining Palomar position as of Q1 2021 after selling out during the quarter.
Welch & Forbes sold 2,500 Palomar shares in Q1 2021, an estimated $222K.
Welch & Forbes first reported a position in Palomar in Q4 2020 and held it in 1 quarter.
Welch & Forbes's Palomar position peaked at $222K in Q4 2020.
175 funds tracked by Wall St. Rank held Palomar as of Q1 2021.

Based on Welch & Forbes's 13F filing for Q1 2021, filed 14 Apr 2021.