EWM
DNB

Evermay Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Evermay 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 		– Sell
-168
Closed -$1.93K – 588
2024
Q3 		$1.93K Hold
168
– – ﹤0.01% 545
2024
Q2 		$1.56K Sell
168
-3,477
-95% -$33.5K ﹤0.01% 553
2024
Q1 		$36.6K Buy
+3,645
New +$39.8K 0.01% 374

Other funds holding DNB

CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Evermay Wealth Management's DNB Position: Q4 2024 in Review

Evermay Wealth Management sold out of Dun & Bradstreet (DNB) in Q4 2024, closing a stake of 168 shares — an estimated $1.93K sold.

Evermay Wealth Management first reported a position in DNB in Q1 2024 and held it in 3 quarters. The position peaked at $36.6K in Q1 2024. 253 funds tracked by Wall St. Rank hold DNB as of Q4 2024.

  • Evermay Wealth Management reported no remaining Dun & Bradstreet position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 168 Dun & Bradstreet shares in Q4 2024, an estimated $1.93K.
  • Evermay Wealth Management first reported a position in Dun & Bradstreet in Q1 2024 and held it in 3 quarters.
  • Evermay Wealth Management's Dun & Bradstreet position peaked at $36.6K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.