HeadInvest LLC’s Dorman Products DORM Stock Holding History

HeadInvest LLC’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	-400	Closed	-$30K	–	343
2023 Q3	$30K	Buy	+400	New	+$32.5K	0.01%	405

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

HeadInvest LLC's DORM Position: Q4 2023 in Review

HeadInvest LLC sold out of Dorman Products (DORM) in Q4 2023, closing a stake of 400 shares — an estimated $30K sold.

HeadInvest LLC first reported a position in DORM in Q3 2023 and held it in 1 quarter. The position peaked at $30K in Q3 2023. 226 funds tracked by Wall St. Rank hold DORM as of Q4 2023.

HeadInvest LLC reported no remaining Dorman Products position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 400 Dorman Products shares in Q4 2023, an estimated $30K.
HeadInvest LLC first reported a position in Dorman Products in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Dorman Products position peaked at $30K in Q3 2023.
226 funds tracked by Wall St. Rank held Dorman Products as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.