Surevest’s Dorman Products DORM Stock Holding History

Surevest’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
2022 Q3	–	Sell	-16	Closed	-$2K	–	530
2022 Q2	$2K	Hold	16	–	–	﹤0.01%	411
2022 Q1	$2K	Hold	16	–	–	﹤0.01%	396
2021 Q4	$2K	Buy	+16	New	+$1.74K	﹤0.01%	402

Other funds holding DORM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Surevest's DORM Position: Q3 2022 in Review

Surevest sold out of Dorman Products (DORM) in Q3 2022, closing a stake of 16 shares — an estimated $2K sold.

Surevest first reported a position in DORM in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 244 funds tracked by Wall St. Rank hold DORM as of Q3 2022.

Surevest reported no remaining Dorman Products position as of Q3 2022 after selling out during the quarter.
Surevest sold 16 Dorman Products shares in Q3 2022, an estimated $2K.
Surevest first reported a position in Dorman Products in Q4 2021 and held it in 3 quarters.
Surevest's Dorman Products position peaked at $2K in Q2 2022.
244 funds tracked by Wall St. Rank held Dorman Products as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.