SFG
DORM icon

Steward Financial Group’s Dorman Products DORM Stock Holding History

Steward Financial Group’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 		$2K Buy
+39
New +$3.17K ﹤0.01% 960
2022
Q3 		– Sell
-25
Closed -$2K – 427
2022
Q2 		$2K Buy
+25
New +$2.48K ﹤0.01% 539

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

Steward Financial Group's DORM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Dorman Products (DORM) in Q3 2023: 39 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DORM as recently as Q2 2022.

Steward Financial Group first reported a position in DORM in Q2 2022 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold DORM as of Q3 2023.

  • Steward Financial Group held 39 shares of Dorman Products worth $2K as of Q3 2023.
  • Dorman Products was a new Steward Financial Group position in Q3 2023.
  • Dorman Products made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #960 holding.
  • Steward Financial Group first reported a position in Dorman Products in Q2 2022 and has held it in 2 quarters since.
  • 233 funds tracked by Wall St. Rank held Dorman Products as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.