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Executive Wealth Management’s Dorman Products DORM Stock Holding History

Executive 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
-191
Closed -$17K – 304
2019
Q2 		$17K Hold
191
– – ﹤0.01% 496
2019
Q1 		$17K Hold
191
– – ﹤0.01% 445
2018
Q4 		$17K Buy
+191
New +$15.3K ﹤0.01% 452

Other funds holding DORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

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

Executive Wealth Management sold out of Dorman Products (DORM) in Q3 2019, closing a stake of 191 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in DORM in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 230 funds tracked by Wall St. Rank hold DORM as of Q3 2019.

  • Executive Wealth Management reported no remaining Dorman Products position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 191 Dorman Products shares in Q3 2019, an estimated $17K.
  • Executive Wealth Management first reported a position in Dorman Products in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Dorman Products position peaked at $17K in Q2 2019.
  • 230 funds tracked by Wall St. Rank held Dorman Products as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.