MLFP
DORM icon

MPS Loria Financial Planners’s Dorman Products DORM Stock Holding History

MPS Loria Financial Planners’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
2021
Q1 		– Sell
-34
Closed -$3K – 582
2020
Q4 		$3K Buy
+34
New +$3.15K ﹤0.01% 412

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

MPS Loria Financial Planners's DORM Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of Dorman Products (DORM) in Q1 2021, closing a stake of 34 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in DORM in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 263 funds tracked by Wall St. Rank hold DORM as of Q1 2021.

  • MPS Loria Financial Planners reported no remaining Dorman Products position as of Q1 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 34 Dorman Products shares in Q1 2021, an estimated $3K.
  • MPS Loria Financial Planners first reported a position in Dorman Products in Q4 2020 and held it in 1 quarter.
  • MPS Loria Financial Planners's Dorman Products position peaked at $3K in Q4 2020.
  • 263 funds tracked by Wall St. Rank held Dorman Products as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.