Wellington Management Group
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Wellington Management Group’s Palomar PLMR Stock Holding History

Wellington Management 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
2020
Q4 		– Sell
-1,928
Closed -$201K – 1990
2020
Q3 		$201K Sell
1,928
-4,823
-71% -$473K ﹤0.01% 1850
2020
Q2 		$579K Buy
+6,751
New +$448K ﹤0.01% 1614

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
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

Wellington Management Group's PLMR Position: Q4 2020 in Review

Wellington Management Group sold out of Palomar (PLMR) in Q4 2020, closing a stake of 1,928 shares — an estimated $201K sold.

Wellington Management Group first reported a position in PLMR in Q2 2020 and held it in 2 quarters. The position peaked at $579K in Q2 2020. 190 funds tracked by Wall St. Rank hold PLMR as of Q4 2020.

  • Wellington Management Group reported no remaining Palomar position as of Q4 2020 after selling out during the quarter.
  • Wellington Management Group sold 1,928 Palomar shares in Q4 2020, an estimated $201K.
  • Wellington Management Group first reported a position in Palomar in Q2 2020 and held it in 2 quarters.
  • Wellington Management Group's Palomar position peaked at $579K in Q2 2020.
  • 190 funds tracked by Wall St. Rank held Palomar as of Q4 2020.

Based on Wellington Management Group's 13F filing for Q4 2020, filed 12 Feb 2021.