PIM
DNB

Plato Investment Management’s Dun & Bradstreet DNB Stock Holding History

Plato Investment 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
Q1 		– Sell
-1,229
Closed -$14.4K – 494
2023
Q4 		$14.4K Buy
+1,229
New +$12.5K 0.02% 341

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 $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Plato Investment Management's DNB Position: Q1 2024 in Review

Plato Investment Management sold out of Dun & Bradstreet (DNB) in Q1 2024, closing a stake of 1,229 shares — an estimated $14.4K sold.

Plato Investment Management first reported a position in DNB in Q4 2023 and held it in 1 quarter. The position peaked at $14.4K in Q4 2023. 249 funds tracked by Wall St. Rank hold DNB as of Q1 2024.

  • Plato Investment Management reported no remaining Dun & Bradstreet position as of Q1 2024 after selling out during the quarter.
  • Plato Investment Management sold 1,229 Dun & Bradstreet shares in Q1 2024, an estimated $14.4K.
  • Plato Investment Management first reported a position in Dun & Bradstreet in Q4 2023 and held it in 1 quarter.
  • Plato Investment Management's Dun & Bradstreet position peaked at $14.4K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q1 2024.

Based on Plato Investment Management's 13F filing for Q1 2024, filed 15 May 2024.