Caldwell Trust’s Dorman Products DORM Stock Holding History

Caldwell Trust’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
2020 Q1	–	Sell	-50	Closed	-$3.79K	–	803
2019 Q4	$3.79K	Buy	+50	New	+$3.78K	﹤0.01%	760

Other funds holding DORM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caldwell Trust's DORM Position: Q1 2020 in Review

Caldwell Trust sold out of Dorman Products (DORM) in Q1 2020, closing a stake of 50 shares — an estimated $3.79K sold.

Caldwell Trust first reported a position in DORM in Q4 2019 and held it in 1 quarter. The position peaked at $3.79K in Q4 2019. 215 funds tracked by Wall St. Rank hold DORM as of Q1 2020.

Caldwell Trust reported no remaining Dorman Products position as of Q1 2020 after selling out during the quarter.
Caldwell Trust sold 50 Dorman Products shares in Q1 2020, an estimated $3.79K.
Caldwell Trust first reported a position in Dorman Products in Q4 2019 and held it in 1 quarter.
Caldwell Trust's Dorman Products position peaked at $3.79K in Q4 2019.
215 funds tracked by Wall St. Rank held Dorman Products as of Q1 2020.

Based on Caldwell Trust's 13F filing for Q1 2020, filed 2 Oct 2025.