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Pathstone Family Office’s Dorman Products DORM Stock Holding History

Pathstone Family Office’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
2022
Q1 		– Sell
-3,425
Closed -$387K – 984
2021
Q4 		$387K Hold
3,425
– – 0.01% 635
2021
Q3 		$324K Buy
3,425
+300
+10% +$29.6K 0.01% 654
2021
Q2 		$324K Sell
3,125
-38
-1% -$3.9K 0.01% 618
2021
Q1 		$325K Buy
+3,163
New +$316K 0.01% 464

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Aberdeen Group
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Pathstone Family Office's DORM Position: Q1 2022 in Review

Pathstone Family Office sold out of Dorman Products (DORM) in Q1 2022, closing a stake of 3,425 shares — an estimated $387K sold.

Pathstone Family Office first reported a position in DORM in Q1 2021 and held it in 4 quarters. The position peaked at $387K in Q4 2021. 253 funds tracked by Wall St. Rank hold DORM as of Q1 2022.

  • Pathstone Family Office reported no remaining Dorman Products position as of Q1 2022 after selling out during the quarter.
  • Pathstone Family Office sold 3,425 Dorman Products shares in Q1 2022, an estimated $387K.
  • Pathstone Family Office first reported a position in Dorman Products in Q1 2021 and held it in 4 quarters.
  • Pathstone Family Office's Dorman Products position peaked at $387K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held Dorman Products as of Q1 2022.

Based on Pathstone Family Office's 13F filing for Q1 2022, filed 16 May 2022.