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Valeo Financial Advisors’s Dorman Products DORM Stock Holding History

Valeo Financial 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
Q2 		– Sell
-17
Closed -$1K – 1646
2018
Q1 		$1K Hold
17
– – ﹤0.01% 1417
2017
Q4 		$1K Hold
17
– – ﹤0.01% 1264
2017
Q3 		$1K Buy
+17
New +$1.22K ﹤0.01% 1085

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Valeo Financial Advisors's DORM Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Dorman Products (DORM) in Q2 2018, closing a stake of 17 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in DORM in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2018. 222 funds tracked by Wall St. Rank hold DORM as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Dorman Products position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 17 Dorman Products shares in Q2 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Dorman Products in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Dorman Products position peaked at $1K in Q1 2018.
  • 222 funds tracked by Wall St. Rank held Dorman Products as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.