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Glassman Wealth Services’s Dorman Products DORM Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-9
Closed -$682 – 2002
2023
Q3 		$682 Hold
9
– – ﹤0.01% 1665
2023
Q2 		$709 Hold
9
– – ﹤0.01% 1556
2023
Q1 		$776 Hold
9
– – ﹤0.01% 1512
2022
Q4 		$728 Buy
+9
New +$764 ﹤0.01% 1516

Other funds holding DORM

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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Glassman Wealth Services's DORM Position: Q4 2023 in Review

Glassman Wealth Services sold out of Dorman Products (DORM) in Q4 2023, closing a stake of 9 shares — an estimated $682 sold.

Glassman Wealth Services first reported a position in DORM in Q4 2022 and held it in 4 quarters. The position peaked at $776 in Q1 2023. 226 funds tracked by Wall St. Rank hold DORM as of Q4 2023.

  • Glassman Wealth Services reported no remaining Dorman Products position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 9 Dorman Products shares in Q4 2023, an estimated $682.
  • Glassman Wealth Services first reported a position in Dorman Products in Q4 2022 and held it in 4 quarters.
  • Glassman Wealth Services's Dorman Products position peaked at $776 in Q1 2023.
  • 226 funds tracked by Wall St. Rank held Dorman Products as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.