Everence Capital Management’s DoubleVerify DV Stock Holding History

Everence Capital Management’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-18,610	Closed	-$313K	–	880
2024 Q3	$313K	Buy	18,610 +2,770	+17%	+$52.8K	0.02%	571
2024 Q2	$464K	Hold	15,840	–	–	0.03%	410
2024 Q1	$557K	Hold	15,840	–	–	0.04%	381
2023 Q4	$583K	Hold	15,840	–	–	0.04%	353
2023 Q3	$443K	Buy	15,840 +7,010	+79%	+$240K	0.03%	425
2023 Q2	$308K	Hold	8,830	–	–	0.03%	515
2023 Q1	$266K	Buy	+8,830	New	+$231K	0.02%	582

Other funds holding DV

PEP

Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Everence Capital Management's DV Position: Q4 2024 in Review

Everence Capital Management sold out of DoubleVerify (DV) in Q4 2024, closing a stake of 18,610 shares — an estimated $313K sold.

Everence Capital Management first reported a position in DV in Q1 2023 and held it in 7 quarters. The position peaked at $583K in Q4 2023. 318 funds tracked by Wall St. Rank hold DV as of Q4 2024.

Everence Capital Management reported no remaining DoubleVerify position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 18,610 DoubleVerify shares in Q4 2024, an estimated $313K.
Everence Capital Management first reported a position in DoubleVerify in Q1 2023 and held it in 7 quarters.
Everence Capital Management's DoubleVerify position peaked at $583K in Q4 2023.
318 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.