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Procyon Advisors’s Dorman Products DORM Stock Holding History

Procyon 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
2025
Q2 		– Sell
-1,881
Closed -$227K – 506
2025
Q1 		$227K Sell
1,881
-204
-10% -$26K 0.01% 547
2024
Q4 		$270K Sell
2,085
-645
-24% -$82.6K 0.02% 460
2024
Q3 		$309K Buy
2,730
+180
+7% +$18.9K 0.02% 444
2024
Q2 		$233K Buy
+2,550
New +$233K 0.02% 466
2020
Q3 		– Sell
-218
Closed -$15K – 405
2020
Q2 		$15K Hold
218
– – 0.01% 580
2020
Q1 		$12K Sell
218
-56
-20% -$3.81K 0.01% 562
2019
Q4 		$21K Buy
+274
New +$20.7K 0.01% 482

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return