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Simplicity Solutions’s Dorman Products DORM Stock Holding History

Simplicity Solutions’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
2017
Q3 		– Sell
-3,268
Closed -$270K – 245
2017
Q2 		$270K Buy
3,268
+235
+8% +$19.2K 0.03% 340
2017
Q1 		$249K Sell
3,033
-100
-3% -$7.42K 0.04% 329
2016
Q4 		$229K Buy
+3,133
New +$214K 0.05% 302

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Simplicity Solutions's DORM Position: Q3 2017 in Review

Simplicity Solutions sold out of Dorman Products (DORM) in Q3 2017, closing a stake of 3,268 shares — an estimated $270K sold.

Simplicity Solutions first reported a position in DORM in Q4 2016 and held it in 3 quarters. The position peaked at $270K in Q2 2017. 234 funds tracked by Wall St. Rank hold DORM as of Q3 2017.

  • Simplicity Solutions reported no remaining Dorman Products position as of Q3 2017 after selling out during the quarter.
  • Simplicity Solutions sold 3,268 Dorman Products shares in Q3 2017, an estimated $270K.
  • Simplicity Solutions first reported a position in Dorman Products in Q4 2016 and held it in 3 quarters.
  • Simplicity Solutions's Dorman Products position peaked at $270K in Q2 2017.
  • 234 funds tracked by Wall St. Rank held Dorman Products as of Q3 2017.

Based on Simplicity Solutions's 13F filing for Q3 2017, filed 14 Nov 2017.