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Fernwood Investment Management’s Dorman Products DORM Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-144
Closed -$13.9K – 324
2024
Q1 		$13.9K Buy
+144
New +$12.4K ﹤0.01% 504

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Morgan Stanley
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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fernwood Investment Management's DORM Position: Q2 2024 in Review

Fernwood Investment Management sold out of Dorman Products (DORM) in Q2 2024, closing a stake of 144 shares — an estimated $13.9K sold.

Fernwood Investment Management first reported a position in DORM in Q1 2024 and held it in 1 quarter. The position peaked at $13.9K in Q1 2024. 263 funds tracked by Wall St. Rank hold DORM as of Q2 2024.

  • Fernwood Investment Management reported no remaining Dorman Products position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 144 Dorman Products shares in Q2 2024, an estimated $13.9K.
  • Fernwood Investment Management first reported a position in Dorman Products in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Dorman Products position peaked at $13.9K in Q1 2024.
  • 263 funds tracked by Wall St. Rank held Dorman Products as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.