GoalVest Advisory’s Dorman Products DORM Stock Holding History

GoalVest Advisory’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	-69	Closed	-$5.23K	–	405
2023 Q3	$5.23K	Buy	69 +2	+3%	+$163	﹤0.01%	341
2023 Q2	$5.28K	Buy	+67	New	+$5.64K	﹤0.01%	298

Other funds holding DORM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GoalVest Advisory's DORM Position: Q4 2023 in Review

GoalVest Advisory sold out of Dorman Products (DORM) in Q4 2023, closing a stake of 69 shares — an estimated $5.23K sold.

GoalVest Advisory first reported a position in DORM in Q2 2023 and held it in 2 quarters. The position peaked at $5.28K in Q2 2023. 226 funds tracked by Wall St. Rank hold DORM as of Q4 2023.

GoalVest Advisory reported no remaining Dorman Products position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 69 Dorman Products shares in Q4 2023, an estimated $5.23K.
GoalVest Advisory first reported a position in Dorman Products in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Dorman Products position peaked at $5.28K in Q2 2023.
226 funds tracked by Wall St. Rank held Dorman Products as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.