Number of Shares
3,245.00
Current Holdings Value*
$444,820.00
% of Portfolio
2.48%
Total Estimate Gain
$362,123.55
% of Total Estimate Gain
21.48%

Lisanti Small Cap Growth Fund's Palomar Holdings Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 3,245.00 shares of Palomar Holdings Inc(PLMR), totaling $444,820.00. This investment constitutes 2.48% of their stock portfolio, and FORUM FUNDS now holds 0.01% of the outstanding Palomar Holdings Inc(PLMR) stock.

The initial trade took place in 2020Q1. And since then Lisanti Small Cap Growth Fund has made 3 purchases of PLMR, at an average price of $70.82, for a total of 23,800.00 shares. In addition, there have been 2 sales at an average price of $78.30 for 20,555.00 shares. Based on historical transaction data and PLMR's current price of $135.01, Lisanti Small Cap Growth Fund's estimated gain on his PLMR holdings is $362,123.55, reflecting a 21.48% gain to date.

Lisanti Small Cap Growth Fund PLMR ($135.01) Holding Chart

Lisanti Small Cap Growth Fund PLMR ($135.01) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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