IMA Advisory Services’s Dorman Products DORM Stock Holding History

IMA Advisory 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
2020 Q1	–	Sell	-32	Closed	-$2K	–	260
2019 Q4	$2K	Hold	32	–	–	﹤0.01%	269
2019 Q3	$3K	Hold	32	–	–	﹤0.01%	269
2019 Q2	$3K	Hold	32	–	–	﹤0.01%	260
2019 Q1	$3K	Hold	32	–	–	﹤0.01%	253
2018 Q4	$3K	Hold	32	–	–	﹤0.01%	275
2018 Q3	$2K	Hold	32	–	–	﹤0.01%	295
2018 Q2	$2K	Buy	+32	New	+$2.16K	﹤0.01%	391

Other funds holding DORM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IMA Advisory Services's DORM Position: Q1 2020 in Review

IMA Advisory Services sold out of Dorman Products (DORM) in Q1 2020, closing a stake of 32 shares — an estimated $2K sold.

IMA Advisory Services first reported a position in DORM in Q2 2018 and held it in 7 quarters. The position peaked at $3K in Q3 2019. 215 funds tracked by Wall St. Rank hold DORM as of Q1 2020.

IMA Advisory Services reported no remaining Dorman Products position as of Q1 2020 after selling out during the quarter.
IMA Advisory Services sold 32 Dorman Products shares in Q1 2020, an estimated $2K.
IMA Advisory Services first reported a position in Dorman Products in Q2 2018 and held it in 7 quarters.
IMA Advisory Services's Dorman Products position peaked at $3K in Q3 2019.
215 funds tracked by Wall St. Rank held Dorman Products as of Q1 2020.

Based on IMA Advisory Services's 13F filing for Q1 2020, filed 14 Apr 2020.