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Belpointe Asset Management’s Dorman Products DORM Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-109
Closed -$9.4K – 1282
2023
Q1 		$9.4K Sell
109
-12
-10% -$1.07K ﹤0.01% 2751
2022
Q4 		$9.79K Buy
+121
New +$10.3K ﹤0.01% 2627

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Belpointe Asset Management's DORM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Dorman Products (DORM) in Q2 2023, closing a stake of 109 shares — an estimated $9.4K sold.

Belpointe Asset Management first reported a position in DORM in Q4 2022 and held it in 2 quarters. The position peaked at $9.79K in Q4 2022. 231 funds tracked by Wall St. Rank hold DORM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Dorman Products position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 109 Dorman Products shares in Q2 2023, an estimated $9.4K.
  • Belpointe Asset Management first reported a position in Dorman Products in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Dorman Products position peaked at $9.79K in Q4 2022.
  • 231 funds tracked by Wall St. Rank held Dorman Products as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.