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Sowell Financial Services’s Dorman Products DORM Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-472
Closed -$48K – 1084
2021
Q1 		$48K Sell
472
-233
-33% -$23.2K ﹤0.01% 1672
2020
Q4 		$61K Buy
705
+42
+6% +$3.89K ﹤0.01% 1323
2020
Q3 		$60K Sell
663
-435
-40% -$34.8K ﹤0.01% 1149
2020
Q2 		$74K Hold
1,098
– – ﹤0.01% 1055
2020
Q1 		$61K Buy
1,098
+1,054
+2,395% +$71.7K ﹤0.01% 984
2019
Q4 		$3K Sell
44
-11
-20% -$832 ﹤0.01% 2049
2019
Q3 		$4K Buy
+55
New +$4.27K ﹤0.01% 1823

Other funds holding DORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Sowell Financial Services's DORM Position: Q2 2021 in Review

Sowell Financial Services sold out of Dorman Products (DORM) in Q2 2021, closing a stake of 472 shares — an estimated $48K sold.

Sowell Financial Services first reported a position in DORM in Q3 2019 and held it in 7 quarters. The position peaked at $74K in Q2 2020. 251 funds tracked by Wall St. Rank hold DORM as of Q2 2021.

  • Sowell Financial Services reported no remaining Dorman Products position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 472 Dorman Products shares in Q2 2021, an estimated $48K.
  • Sowell Financial Services first reported a position in Dorman Products in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Dorman Products position peaked at $74K in Q2 2020.
  • 251 funds tracked by Wall St. Rank held Dorman Products as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.