LFA
DORM icon

LGT Financial Advisors’s Dorman Products DORM Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-28
Closed -$3.63K – 419
2024
Q4 		$3.63K Hold
28
– – 0.01% 595
2024
Q3 		$3.17K Hold
28
– – 0.01% 616
2024
Q2 		$2.56K Hold
28
– – 0.01% 716
2024
Q1 		$2.7K Hold
28
– – ﹤0.01% 728
2023
Q4 		$2.33K Sell
28
-958
-97% -$71.6K ﹤0.01% 789
2023
Q3 		$74.7K Buy
+986
New +$80.2K 0.1% 185

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LGT Financial Advisors's DORM Position: Q1 2025 in Review

LGT Financial Advisors sold out of Dorman Products (DORM) in Q1 2025, closing a stake of 28 shares — an estimated $3.63K sold.

LGT Financial Advisors first reported a position in DORM in Q3 2023 and held it in 6 quarters. The position peaked at $74.7K in Q3 2023. 345 funds tracked by Wall St. Rank hold DORM as of Q1 2025.

  • LGT Financial Advisors reported no remaining Dorman Products position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 28 Dorman Products shares in Q1 2025, an estimated $3.63K.
  • LGT Financial Advisors first reported a position in Dorman Products in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Dorman Products position peaked at $74.7K in Q3 2023.
  • 345 funds tracked by Wall St. Rank held Dorman Products as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.