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Ellevest Inc’s Dorman Products DORM Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-45
Closed -$3.64K – 1940
2022
Q4 		$3.64K Sell
45
-496
-92% -$42.1K ﹤0.01% 1258
2022
Q3 		$44K Buy
541
+537
+13,425% +$52.9K ﹤0.01% 620
2022
Q2 		$0 Sell
4
-28
-88% -$2.77K ﹤0.01% 1458
2022
Q1 		$3K Buy
+32
New +$3.1K ﹤0.01% 1121
2020
Q3 		– Sell
-12
Closed -$1K – 1170
2020
Q2 		$1K Buy
+12
New +$772 ﹤0.01% 983
2019
Q2 		– Sell
-35
Closed -$3K – 401
2019
Q1 		$3K Buy
+35
New +$3.04K ﹤0.01% 265

Other funds holding DORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Ellevest Inc's DORM Position: Q1 2023 in Review

Ellevest Inc sold out of Dorman Products (DORM) in Q1 2023, closing a stake of 45 shares — an estimated $3.64K sold.

Ellevest Inc first reported a position in DORM in Q1 2019 and held it in 6 quarters. The position peaked at $44K in Q3 2022. 238 funds tracked by Wall St. Rank hold DORM as of Q1 2023.

  • Ellevest Inc reported no remaining Dorman Products position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 45 Dorman Products shares in Q1 2023, an estimated $3.64K.
  • Ellevest Inc first reported a position in Dorman Products in Q1 2019 and held it in 6 quarters.
  • Ellevest Inc's Dorman Products position peaked at $44K in Q3 2022.
  • 238 funds tracked by Wall St. Rank held Dorman Products as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.