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Charter Oak Capital Management’s Dorman Products DORM Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-41
Closed -$4K – 330
2022
Q2 		$4K Hold
41
– – ﹤0.01% 731
2022
Q1 		$4K Buy
+41
New +$3.97K ﹤0.01% 788

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EVM
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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Charter Oak Capital Management's DORM Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Dorman Products (DORM) in Q3 2022, closing a stake of 41 shares — an estimated $4K sold.

Charter Oak Capital Management first reported a position in DORM in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 244 funds tracked by Wall St. Rank hold DORM as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Dorman Products position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 41 Dorman Products shares in Q3 2022, an estimated $4K.
  • Charter Oak Capital Management first reported a position in Dorman Products in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Dorman Products position peaked at $4K in Q2 2022.
  • 244 funds tracked by Wall St. Rank held Dorman Products as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.