EWM
Evercore Wealth Management’s Dorman Products DORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,410
| Closed | -$470K | – | 434 |
|
|
2020
Q4 | $470K | Sell |
5,410
-1,000
| -16% | -$86.9K | 0.01% | 297 |
|
|
2020
Q3 | $579K | Sell |
6,410
-1,095
| -15% | -$98.9K | 0.01% | 247 |
|
|
2020
Q2 | $503K | Sell |
7,505
-1,557
| -17% | -$104K | 0.01% | 257 |
|
|
2020
Q1 | $501K | Sell |
9,062
-3,947
| -30% | -$218K | 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% | -$2.4M | 0.05% | 166 |
|
|
2019
Q2 | $4.4M | Sell |
50,507
-28,981
| -36% | -$2.53M | 0.13% | 94 |
|
|
2019
Q1 | $7M | Sell |
79,488
-306,285
| -79% | -$27M | 0.23% | 73 |
|
|
2018
Q4 | $34.7M | Sell |
385,773
-21,611
| -5% | -$1.95M | 1.31% | 31 |
|
|
2018
Q3 | $31.3M | Buy |
407,384
+1,829
| +0.5% | +$141K | 1% | 36 |
|
|
2018
Q2 | $27.7M | Buy |
405,555
+34,659
| +9% | +$2.37M | 0.95% | 37 |
|
|
2018
Q1 | $24.6M | Sell |
370,896
-51,499
| -12% | -$3.41M | 0.94% | 37 |
|
|
2017
Q4 | $25.8M | Buy |
422,395
+49,925
| +13% | +$3.05M | 0.96% | 37 |
|
|
2017
Q3 | $26.7M | Sell |
372,470
-7,290
| -2% | -$522K | 1.04% | 36 |
|
|
2017
Q2 | $31.4M | Sell |
379,760
-14,331
| -4% | -$1.19M | 1.21% | 33 |
|
|
2017
Q1 | $32.4M | Sell |
394,091
-5,084
| -1% | -$418K | 1.27% | 32 |
|
|
2016
Q4 | $29.2M | Sell |
399,175
-16,664
| -4% | -$1.22M | 1.21% | 32 |
|
|
2016
Q3 | $26.6M | Sell |
415,839
-13,912
| -3% | -$889K | 1.1% | 34 |
|
|
2016
Q2 | $24.6M | Buy |
429,751
+2,343
| +0.5% | +$134K | 1.08% | 35 |
|
|
2016
Q1 | $23.3M | Buy |
427,408
+72,582
| +20% | +$3.95M | 1.03% | 35 |
|
|
2015
Q4 | $16.8M | Buy |
354,826
+8,779
| +3% | +$417K | 0.78% | 42 |
|
|
2015
Q3 | $17.6M | Buy |
346,047
+218,685
| +172% | +$11.1M | 0.84% | 42 |
|
|
2015
Q2 | $6.07M | Buy |
+127,362
| New | +$6.07M | 0.27% | 84 |
|