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Dean Investment Associates’s Stewart Information Services STC Stock Holding History

Dean Investment Associates’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-84,177
Closed -$3.6M – 226
2022
Q4 		$3.6M Buy
84,177
+4,978
+6% +$208K 0.61% 63
2022
Q3 		$3.46M Buy
79,199
+8,700
+12% +$444K 0.7% 48
2022
Q2 		$3.51M Buy
70,499
+13,781
+24% +$739K 0.68% 46
2022
Q1 		$3.44M Buy
56,718
+6,790
+14% +$472K 0.62% 58
2021
Q4 		$3.98M Sell
49,928
-2,101
-4% -$154K 0.7% 39
2021
Q3 		$3.29M Sell
52,029
-2,554
-5% -$152K 0.62% 51
2021
Q2 		$3.09M Sell
54,583
-1,345
-2% -$78.5K 0.57% 59
2021
Q1 		$2.91M Sell
55,928
-4,571
-8% -$232K 0.55% 61
2020
Q4 		$2.93M Sell
60,499
-6,441
-10% -$294K 0.61% 52
2020
Q3 		$2.93M Sell
66,940
-20,387
-23% -$824K 0.7% 37
2020
Q2 		$2.84M Sell
87,327
-27,678
-24% -$833K 0.68% 46
2020
Q1 		$3.07M Buy
115,005
+18,685
+19% +$687K 0.66% 54
2019
Q4 		$3.93M Buy
96,320
+57,955
+151% +$2.38M 0.61% 66
2019
Q3 		$1.49M Buy
+38,365
New +$1.43M 0.22% 143

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dean Investment Associates's STC Position: Q1 2023 in Review

Dean Investment Associates sold out of Stewart Information Services (STC) in Q1 2023, closing a stake of 84,177 shares — an estimated $3.6M sold.

Dean Investment Associates first reported a position in STC in Q3 2019 and held it in 14 quarters. The position peaked at $3.98M in Q4 2021. 192 funds tracked by Wall St. Rank hold STC as of Q1 2023.

  • Dean Investment Associates reported no remaining Stewart Information Services position as of Q1 2023 after selling out during the quarter.
  • Dean Investment Associates sold 84,177 Stewart Information Services shares in Q1 2023, an estimated $3.6M.
  • Dean Investment Associates first reported a position in Stewart Information Services in Q3 2019 and held it in 14 quarters.
  • Dean Investment Associates's Stewart Information Services position peaked at $3.98M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2023.

Based on Dean Investment Associates's 13F filing for Q1 2023, filed 15 May 2023.