test

Lauren Sanders

@Foundation Resource Management Inc

Latest period2024 - Q4ReportedManaged Assets$598.721MTotal holdings52
Assets growth rate-7.44%Assets growth rate (2-Q avg)-2.04%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Foundation Resource Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Foundation Resource Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 598.721M in assets, with a quarterly growth rate of -7.44% and a 2-quarter average growth rate of -2.04%. The portfolio is managed by Lauren Sanders, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FHIFederated Hermes, Inc
Recent Activity
Decreased -0.63%
2.86%
$17.084M
415,577 shares@ $41.12 avg price
MOSMosaic
Recent Activity
Decreased -0.34%
2.6%
$15.541M
632,263 shares@ $24.59 avg price
PFEPfizer Inc Com
Recent Activity
Decreased -0.9%
2.53%
$15.096M
569,007 shares@ $26.54 avg price
SNYSanofi
Recent Activity
Decreased -0.38%
2.2%
$13.131M
272,267 shares@ $48.23 avg price
MRKMerck And Co. Inc.
Recent Activity
Decreased -0.51%
2.11%
$12.617M
126,828 shares@ $99.48 avg price
ABEVAmbev Sa Spon Adr
Recent Activity
Decreased -0.31%
2.11%
$12.584M
6.802M shares@ $1.86 avg price
HPQHp Inc
Recent Activity
Decreased -0.66%
2.06%
$12.315M
377,423 shares@ $32.63 avg price
BENFranklin Resources Inc Com
Recent Activity
Decreased -2.28%
1.94%
$11.614M
572,379 shares@ $20.29 avg price
LLoews
Recent Activity
Increased 17.65%
1.89%
$11.313M
133,585 shares@ $84.7 avg price
INTCIntel Corp.
Recent Activity
Decreased -0.97%
1.84%
$10.974M
547,312 shares@ $20.06 avg price