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Plante Moran Financial Advisors’s Dorman Products DORM Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-16
Closed -$2K – 901
2022
Q2 		$2K Buy
+16
New +$1.58K ﹤0.01% 806
2017
Q2 		– Sell
-260
Closed -$21K – 846
2017
Q1 		$21K Sell
260
-15
-5% -$1.11K 0.01% 471
2016
Q4 		$20K Buy
+275
New +$18.8K 0.01% 482

Other funds holding DORM

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

Plante Moran Financial Advisors's DORM Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Dorman Products (DORM) in Q3 2022, closing a stake of 16 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in DORM in Q4 2016 and held it in 3 quarters. The position peaked at $21K in Q1 2017. 244 funds tracked by Wall St. Rank hold DORM as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Dorman Products position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 16 Dorman Products shares in Q3 2022, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Dorman Products in Q4 2016 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Dorman Products position peaked at $21K in Q1 2017.
  • 244 funds tracked by Wall St. Rank held Dorman Products as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.