Ian D Meiksins
@Foundry Partners, Llc
Latest period2024 - Q3ReportedManaged Assets$2.02BTotal holdings284
Assets growth rate8.41%Assets growth rate (2-Q avg)3.93%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Foundry Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 284 positions.
Assets under management
The assets under management (AUM) of Foundry Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.02B in assets, with a quarterly growth rate of 8.41% and a 2-quarter average growth rate of 3.93%. The portfolio is managed by Ian D Meiksins, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MOAltria Group
| 1.43% | $28.832M 564,897 shares@ $51.05 avg price | Decreased -0.61% |
BKBank Of New York Mellon
| 1.37% | $27.672M 385,082 shares@ $71.87 avg price | Decreased -0.5% |
EBAYEbay Inc Com
| 1.35% | $27.209M 417,889 shares@ $65.12 avg price | Decreased -0.09% |
IBMIntl Business Machines Corp
| 1.34% | $26.93M 121,810 shares@ $221.09 avg price | Decreased -8.34% |
HIGHartford Financial Services
| 1.23% | $24.648M 209,575 shares@ $117.62 avg price | Decreased -0.49% |
CMICummins Inc
| 1.22% | $24.514M 75,710 shares@ $323.8 avg price | Decreased -0.5% |
MDTMedtronic Plc
| 1.2% | $24.095M 267,632 shares@ $90.04 avg price | Decreased -0.5% |
ELVElevance Health, Inc
| 1.2% | $24.058M 46,265 shares@ $520.0 avg price | Decreased -0.49% |
GSGoldman Sachs
| 1.1% | $22.089M 44,615 shares@ $495.12 avg price | Decreased -0.64% |
AMPAmeriprise Financial
| 1.05% | $21.038M 44,779 shares@ $469.82 avg price | Decreased -0.67% |