Cassady Schiller Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Cassady Schiller Wealth Management’s Portfolio DNB Stock Details DNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$37	Buy	+3	New	+$36	﹤0.01%	1135

Other funds holding DNB

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

THLTP

Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Cassady Schiller Wealth Management's DNB Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Dun & Bradstreet (DNB) in Q4 2024: 3 shares worth $37. The stake represents ﹤0.01% of the portfolio and ranks #1135 among its holdings.

253 funds tracked by Wall St. Rank hold DNB as of Q4 2024.

Cassady Schiller Wealth Management held 3 shares of Dun & Bradstreet worth $37 as of Q4 2024.
Dun & Bradstreet was a new Cassady Schiller Wealth Management position in Q4 2024.
Dun & Bradstreet made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1135 holding.
253 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.