Lee Financial’s Dorman Products DORM Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-150	Closed	-$12.5K	–	339
2023 Q4	$12.5K	Hold	150	–	–	﹤0.01%	392
2023 Q3	$11.4K	Hold	150	–	–	﹤0.01%	394
2023 Q2	$11.8K	Hold	150	–	–	﹤0.01%	383
2023 Q1	$12.9K	Hold	150	–	–	﹤0.01%	373
2022 Q4	$12.1K	Hold	150	–	–	﹤0.01%	428
2022 Q3	$12K	Hold	150	–	–	﹤0.01%	405
2022 Q2	$16K	Hold	150	–	–	﹤0.01%	367
2022 Q1	$14K	Hold	150	–	–	﹤0.01%	386
2021 Q4	$17K	Hold	150	–	–	﹤0.01%	396
2021 Q3	$14K	Hold	150	–	–	﹤0.01%	379
2021 Q2	$16K	Hold	150	–	–	﹤0.01%	346
2021 Q1	$15K	Hold	150	–	–	﹤0.01%	340
2020 Q4	$13K	Hold	150	–	–	﹤0.01%	341
2020 Q3	$14K	Hold	150	–	–	﹤0.01%	350
2020 Q2	$10K	Hold	150	–	–	﹤0.01%	369
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	324
2019 Q4	$11K	Hold	150	–	–	﹤0.01%	331
2019 Q3	$12K	Hold	150	–	–	﹤0.01%	315
2019 Q2	$13K	Hold	150	–	–	﹤0.01%	312
2019 Q1	$13K	Hold	150	–	–	﹤0.01%	299
2018 Q4	$14K	Hold	150	–	–	﹤0.01%	247
2018 Q3	$12K	Buy	150 +20	+15%	+$1.53K	﹤0.01%	300
2018 Q2	$9K	Hold	130	–	–	﹤0.01%	500
2018 Q1	$9K	Sell	130 -15	-10%	-$1.07K	﹤0.01%	492
2017 Q4	$9K	Hold	145	–	–	﹤0.01%	347
2017 Q3	$10K	Hold	145	–	–	﹤0.01%	328
2017 Q2	$12K	Hold	145	–	–	﹤0.01%	297
2017 Q1	$12K	Sell	145 -30	-17%	-$2.23K	﹤0.01%	253
2016 Q4	$13K	Buy	+175	New	+$11.9K	0.01%	255

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Financial's DORM Position: Q1 2024 in Review

Lee Financial sold out of Dorman Products (DORM) in Q1 2024, closing a stake of 150 shares — an estimated $12.5K sold.

Lee Financial first reported a position in DORM in Q4 2016 and held it in 29 quarters. The position peaked at $17K in Q4 2021. 259 funds tracked by Wall St. Rank hold DORM as of Q1 2024.

Lee Financial reported no remaining Dorman Products position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 150 Dorman Products shares in Q1 2024, an estimated $12.5K.
Lee Financial first reported a position in Dorman Products in Q4 2016 and held it in 29 quarters.
Lee Financial's Dorman Products position peaked at $17K in Q4 2021.
259 funds tracked by Wall St. Rank held Dorman Products as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.