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Bartlett & Co Wealth Management’s Dorman Products DORM Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-16
Closed -$1.39K – 1126
2020
Q4 		$1.39K Buy
+16
New +$1.48K ﹤0.01% 982

Other funds holding DORM

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Vanguard Group
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CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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

Bartlett & Co Wealth Management's DORM Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Dorman Products (DORM) in Q1 2021, closing a stake of 16 shares — an estimated $1.39K sold.

Bartlett & Co Wealth Management first reported a position in DORM in Q4 2020 and held it in 1 quarter. The position peaked at $1.39K in Q4 2020. 263 funds tracked by Wall St. Rank hold DORM as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Dorman Products position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 16 Dorman Products shares in Q1 2021, an estimated $1.39K.
  • Bartlett & Co Wealth Management first reported a position in Dorman Products in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Dorman Products position peaked at $1.39K in Q4 2020.
  • 263 funds tracked by Wall St. Rank held Dorman Products as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.