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Summit Trail Advisors’s Dorman Products DORM Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-815
Closed -$59K – 760
2017
Q4 		$59K Buy
+815
New +$55.3K 0.01% 774

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Summit Trail Advisors's DORM Position: Q1 2018 in Review

Summit Trail Advisors sold out of Dorman Products (DORM) in Q1 2018, closing a stake of 815 shares — an estimated $59K sold.

Summit Trail Advisors first reported a position in DORM in Q4 2017 and held it in 1 quarter. The position peaked at $59K in Q4 2017. 243 funds tracked by Wall St. Rank hold DORM as of Q1 2018.

  • Summit Trail Advisors reported no remaining Dorman Products position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 815 Dorman Products shares in Q1 2018, an estimated $59K.
  • Summit Trail Advisors first reported a position in Dorman Products in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Dorman Products position peaked at $59K in Q4 2017.
  • 243 funds tracked by Wall St. Rank held Dorman Products as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.