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Greenleaf Trust’s Dorman Products DORM Stock Holding History

Greenleaf Trust’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
2018
Q2 		– Sell
-418
Closed -$28K – 531
2018
Q1 		$28K Hold
418
– – ﹤0.01% 504
2017
Q4 		$26K Hold
418
– – ﹤0.01% 552
2017
Q3 		$30K Buy
+418
New +$30K ﹤0.01% 504

Other funds holding DORM

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Greenleaf Trust's DORM Position: Q2 2018 in Review

Greenleaf Trust sold out of Dorman Products (DORM) in Q2 2018, closing a stake of 418 shares — an estimated $28K sold.

Greenleaf Trust first reported a position in DORM in Q3 2017 and held it in 3 quarters. The position peaked at $30K in Q3 2017. 222 funds tracked by Wall St. Rank hold DORM as of Q2 2018.

  • Greenleaf Trust reported no remaining Dorman Products position as of Q2 2018 after selling out during the quarter.
  • Greenleaf Trust sold 418 Dorman Products shares in Q2 2018, an estimated $28K.
  • Greenleaf Trust first reported a position in Dorman Products in Q3 2017 and held it in 3 quarters.
  • Greenleaf Trust's Dorman Products position peaked at $30K in Q3 2017.
  • 222 funds tracked by Wall St. Rank held Dorman Products as of Q2 2018.

Based on Greenleaf Trust's 13F filing for Q2 2018, filed 7 Aug 2018.