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Ruedi Wealth Management’s Dorman Products DORM Stock Holding History

Ruedi Wealth Management’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
2023
Q3 		– Sell
-59
Closed -$4.65K – 227
2023
Q2 		$4.65K Hold
59
– – ﹤0.01% 167
2023
Q1 		$5.09K Hold
59
– – ﹤0.01% 190
2022
Q4 		$4.77K Buy
+59
New +$5.01K ﹤0.01% 179

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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

Ruedi Wealth Management's DORM Position: Q3 2023 in Review

Ruedi Wealth Management sold out of Dorman Products (DORM) in Q3 2023, closing a stake of 59 shares — an estimated $4.65K sold.

Ruedi Wealth Management first reported a position in DORM in Q4 2022 and held it in 3 quarters. The position peaked at $5.09K in Q1 2023. 233 funds tracked by Wall St. Rank hold DORM as of Q3 2023.

  • Ruedi Wealth Management reported no remaining Dorman Products position as of Q3 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 59 Dorman Products shares in Q3 2023, an estimated $4.65K.
  • Ruedi Wealth Management first reported a position in Dorman Products in Q4 2022 and held it in 3 quarters.
  • Ruedi Wealth Management's Dorman Products position peaked at $5.09K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held Dorman Products as of Q3 2023.

Based on Ruedi Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.