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Apollon Wealth Management’s Dorman Products DORM Stock Holding History

Apollon Wealth Management’s Portfolio DORM Stock Details DORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,771
Closed -$427K – 1221
2024
Q3 		$427K Buy
+3,771
New +$397K 0.01% 786

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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Apollon Wealth Management's DORM Position: Q4 2024 in Review

Apollon Wealth Management sold out of Dorman Products (DORM) in Q4 2024, closing a stake of 3,771 shares — an estimated $427K sold.

Apollon Wealth Management first reported a position in DORM in Q3 2024 and held it in 1 quarter. The position peaked at $427K in Q3 2024. 339 funds tracked by Wall St. Rank hold DORM as of Q4 2024.

  • Apollon Wealth Management reported no remaining Dorman Products position as of Q4 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 3,771 Dorman Products shares in Q4 2024, an estimated $427K.
  • Apollon Wealth Management first reported a position in Dorman Products in Q3 2024 and held it in 1 quarter.
  • Apollon Wealth Management's Dorman Products position peaked at $427K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Dorman Products as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.