Patriot Financial Group Insurance Agency’s Dorman Products DORM Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-86	Closed	-$9K	–	798
2022 Q2	$9K	Sell	86 -19	-18%	-$1.88K	﹤0.01%	1274
2022 Q1	$10K	Sell	105 -11	-9%	-$1.07K	﹤0.01%	1356
2021 Q4	$13K	Hold	116	–	–	﹤0.01%	1374
2021 Q3	$11K	Buy	116 +19	+20%	+$1.87K	﹤0.01%	1428
2021 Q2	$10K	Hold	97	–	–	﹤0.01%	1436
2021 Q1	$10K	Sell	97 -6	-6%	-$599	﹤0.01%	1343
2020 Q4	$9K	Hold	103	–	–	﹤0.01%	1249
2020 Q3	$9K	Hold	103	–	–	﹤0.01%	1053
2020 Q2	$7K	Sell	103 -19	-16%	-$1.22K	﹤0.01%	1073
2020 Q1	$7K	Buy	+122	New	+$8.3K	﹤0.01%	963
2017 Q4	–	Sell	-46	Closed	-$3K	–	940
2017 Q3	$3K	Hold	46	–	–	﹤0.01%	772
2017 Q2	$3K	Hold	46	–	–	﹤0.01%	757
2017 Q1	$4K	Hold	46	–	–	﹤0.01%	657
2016 Q4	$3K	Buy	+46	New	+$3.14K	﹤0.01%	632

Other funds holding DORM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EVM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ACM

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

GKIM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DORM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Dorman Products (DORM) in Q3 2022, closing a stake of 86 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in DORM in Q4 2016 and held it in 14 quarters. The position peaked at $13K in Q4 2021. 244 funds tracked by Wall St. Rank hold DORM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Dorman Products position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 86 Dorman Products shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in Dorman Products in Q4 2016 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Dorman Products position peaked at $13K in Q4 2021.
244 funds tracked by Wall St. Rank held Dorman Products as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.