Dean Investment Associates, LLC Portfolio Holdings
Dean Investment Associates, LLC
- $688 Million
- Q4 2024
Dean Investment Associates, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $688 Million distributed in 215 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $10.5M, Wec Energy Group, Inc. with a value of $9.75M, Jpmorgan Chase & CO with a value of $9.55M, Chevron Corp with a value of $9.46M, and Xcel Energy Inc with a value of $9.34M.
Examining the 13F form we can see an decrease of $37.9M in the current position value, from $726M to 688M.
Dean Investment Associates, LLC is based out at Beavercreek, OH
Below you can find more details about Dean Investment Associates, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 215
- Current Value $688 Million
- Prior Value $726 Million
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 12 stocks
- Additional Purchases 75 stocks
- Sold out of 0 stocks
- Reduced holdings in 123 stocks