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Milestone Investment Advisors’s Dorman Products DORM Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-22
Closed -$1.67K – 212
2023
Q3 		$1.67K Buy
+22
New +$1.79K ﹤0.01% 395
2023
Q2 		– Sell
-22
Closed -$1.9K – 207
2023
Q1 		$1.9K Buy
+22
New +$1.96K ﹤0.01% 394

Other funds holding DORM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Milestone Investment Advisors's DORM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Dorman Products (DORM) in Q4 2023, closing a stake of 22 shares — an estimated $1.67K sold.

Milestone Investment Advisors first reported a position in DORM in Q1 2023 and held it in 2 quarters. The position peaked at $1.9K in Q1 2023. 226 funds tracked by Wall St. Rank hold DORM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Dorman Products position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 22 Dorman Products shares in Q4 2023, an estimated $1.67K.
  • Milestone Investment Advisors first reported a position in Dorman Products in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Dorman Products position peaked at $1.9K in Q1 2023.
  • 226 funds tracked by Wall St. Rank held Dorman Products as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.