Next Financial Group’s Dorman Products DORM Stock Holding History

Next Financial Group’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 Q4	$1K	Hold	7	–	–	﹤0.01%	2718
2021 Q3	$1K	Buy	+7	New	+$691	﹤0.01%	2598
2017 Q4	–	Sell	-45	Closed	-$3K	–	522
2017 Q3	$3K	Hold	45	–	–	﹤0.01%	1528
2017 Q2	$4K	Hold	45	–	–	﹤0.01%	1593
2017 Q1	$4K	Hold	45	–	–	﹤0.01%	1551
2016 Q4	$3K	Hold	45	–	–	﹤0.01%	2072
2016 Q3	$3K	Hold	45	–	–	﹤0.01%	2060
2016 Q2	$2K	Hold	45	–	–	﹤0.01%	1574
2016 Q1	$2K	Hold	45	–	–	﹤0.01%	1529
2015 Q4	$2K	Hold	45	–	–	﹤0.01%	1582
2015 Q3	$2K	Hold	45	–	–	﹤0.01%	1607
2015 Q2	$2K	Hold	45	–	–	﹤0.01%	1654
2015 Q1	$2K	Hold	45	–	–	﹤0.01%	1668
2014 Q4	$2K	Sell	45 -50	-53%	-$2.32K	﹤0.01%	1710
2014 Q3	$4K	Hold	95	–	–	﹤0.01%	2123
2014 Q2	$4K	Buy	+95	New	+$5.18K	﹤0.01%	971

Other funds holding DORM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

ACM

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's DORM Position: Q4 2021 in Review

Next Financial Group held its Dorman Products (DORM) position steady in Q4 2021 at 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Next Financial Group first reported a position in DORM in Q2 2014 and has held it in 16 quarters since. The position peaked at $4K in Q2 2017. 264 funds tracked by Wall St. Rank hold DORM as of Q4 2021.

Next Financial Group held 7 shares of Dorman Products worth $1K as of Q4 2021.
Next Financial Group left its Dorman Products share count unchanged in Q4 2021.
Dorman Products made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2718 holding.
Next Financial Group first reported a position in Dorman Products in Q2 2014 and has held it in 16 quarters since.
Next Financial Group's Dorman Products position peaked at $4K in Q2 2017.
264 funds tracked by Wall St. Rank held Dorman Products as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.