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Dakota Wealth Management’s Dorman Products DORM Stock Holding History

Dakota 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
2019
Q3 		– Sell
-5,450
Closed -$475K – 315
2019
Q2 		$475K Sell
5,450
-7,615
-58% -$662K 0.09% 181
2019
Q1 		$1.15M Buy
+13,065
New +$1.14M 0.23% 101

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Dakota Wealth Management's DORM Position: Q3 2019 in Review

Dakota Wealth Management sold out of Dorman Products (DORM) in Q3 2019, closing a stake of 5,450 shares — an estimated $475K sold.

Dakota Wealth Management first reported a position in DORM in Q1 2019 and held it in 2 quarters. The position peaked at $1.15M in Q1 2019. 230 funds tracked by Wall St. Rank hold DORM as of Q3 2019.

  • Dakota Wealth Management reported no remaining Dorman Products position as of Q3 2019 after selling out during the quarter.
  • Dakota Wealth Management sold 5,450 Dorman Products shares in Q3 2019, an estimated $475K.
  • Dakota Wealth Management first reported a position in Dorman Products in Q1 2019 and held it in 2 quarters.
  • Dakota Wealth Management's Dorman Products position peaked at $1.15M in Q1 2019.
  • 230 funds tracked by Wall St. Rank held Dorman Products as of Q3 2019.

Based on Dakota Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.