EWM
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Evercore Wealth Management’s Dorman Products DORM Stock Holding History

Evercore 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
2021
Q1 		– Sell
-5,410
Closed -$470K – 434
2020
Q4 		$470K Sell
5,410
-1,000
-16% -$92.7K 0.01% 298
2020
Q3 		$579K Sell
6,410
-1,095
-15% -$87.5K 0.01% 247
2020
Q2 		$503K Sell
7,505
-1,557
-17% -$100K 0.01% 257
2020
Q1 		$501K Sell
9,062
-3,947
-30% -$269K 0.02% 244
2019
Q4 		$985K Sell
13,009
-7,334
-36% -$555K 0.03% 203
2019
Q3 		$1.62M Sell
20,343
-30,164
-60% -$2.34M 0.05% 166
2019
Q2 		$4.4M Sell
50,507
-28,981
-36% -$2.52M 0.13% 94
2019
Q1 		$7M Sell
79,488
-306,285
-79% -$26.6M 0.23% 73
2018
Q4 		$34.7M Sell
385,773
-21,611
-5% -$1.73M 1.31% 31
2018
Q3 		$31.3M Buy
407,384
+1,829
+0.5% +$140K 1% 36
2018
Q2 		$27.7M Buy
405,555
+34,659
+9% +$2.34M 0.95% 37
2018
Q1 		$24.6M Sell
370,896
-51,499
-12% -$3.67M 0.94% 37
2017
Q4 		$25.8M Buy
422,395
+49,925
+13% +$3.38M 0.96% 37
2017
Q3 		$26.7M Sell
372,470
-7,290
-2% -$524K 1.04% 36
2017
Q2 		$31.4M Sell
379,760
-14,331
-4% -$1.17M 1.21% 33
2017
Q1 		$32.4M Sell
394,091
-5,084
-1% -$377K 1.27% 32
2016
Q4 		$29.2M Sell
399,175
-16,664
-4% -$1.14M 1.21% 32
2016
Q3 		$26.6M Sell
415,839
-13,912
-3% -$856K 1.1% 34
2016
Q2 		$24.6M Buy
429,751
+2,343
+0.5% +$126K 1.08% 35
2016
Q1 		$23.3M Buy
427,408
+72,582
+20% +$3.45M 1.03% 35
2015
Q4 		$16.8M Buy
354,826
+8,779
+3% +$428K 0.78% 42
2015
Q3 		$17.6M Buy
346,047
+218,685
+172% +$11M 0.84% 42
2015
Q2 		$6.07M Buy
+127,362
New +$6.21M 0.27% 84

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Evercore Wealth Management's DORM Position: Q1 2021 in Review

Evercore Wealth Management sold out of Dorman Products (DORM) in Q1 2021, closing a stake of 5,410 shares — an estimated $470K sold.

Evercore Wealth Management first reported a position in DORM in Q2 2015 and held it in 23 quarters. The position peaked at $34.7M in Q4 2018. 263 funds tracked by Wall St. Rank hold DORM as of Q1 2021.

  • Evercore Wealth Management reported no remaining Dorman Products position as of Q1 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 5,410 Dorman Products shares in Q1 2021, an estimated $470K.
  • Evercore Wealth Management first reported a position in Dorman Products in Q2 2015 and held it in 23 quarters.
  • Evercore Wealth Management's Dorman Products position peaked at $34.7M in Q4 2018.
  • 263 funds tracked by Wall St. Rank held Dorman Products as of Q1 2021.

Based on Evercore Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.