Dean Investment Associates, LLC Portfolio Holdings
Dean Investment Associates, LLC
- $726 Million
- Q3 2024
Dean Investment Associates, LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $726 Million distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wec Energy Group, Inc. with a value of $10.2M, Chevron Corp with a value of $9.42M, Alliant Energy Corp with a value of $9.34M, Altria Group, Inc. with a value of $9.3M, and Johnson & Johnson with a value of $9M.
Examining the 13F form we can see an increase of $24.9M in the current position value, from $701M to 726M.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 217
- Current Value $726 Million
- Prior Value $701 Million
- Filing
- Period Q3 2024
- Filing Date November 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 12 stocks
- Additional Purchases 45 stocks
- Sold out of 0 stocks
- Reduced holdings in 155 stocks