test

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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ABBVAbbvie Inc
Recent Activity
Decreased -0.66%
1.02%
$20.495M
103,782 shares@ $197.48 avg price
EMREmerson Electric Co
Recent Activity
Decreased -0.63%
1.02%
$20.48M
187,258 shares@ $109.37 avg price
EOGEog Resources
Recent Activity
Decreased -15%
0.84%
$16.964M
137,994 shares@ $122.93 avg price
CCEPCoca-cola Europacific
Recent Activity
Decreased -0.63%
0.83%
$16.657M
211,516 shares@ $78.75 avg price
CICigna Corp
Recent Activity
Decreased -0.47%
0.82%
$16.483M
47,579 shares@ $346.45 avg price
GSKGlaxosmithkline Plc
Recent Activity
Decreased -0.58%
0.8%
$16.045M
392,496 shares@ $40.88 avg price
UHSUniversal Health Services B
Recent Activity
Decreased -0.42%
0.8%
$15.963M
69,706 shares@ $229.01 avg price
MRKMerck & Co
Recent Activity
Decreased -0.49%
0.79%
$15.862M
139,682 shares@ $113.57 avg price
LYBLyondellbasell Indu-cl A
Recent Activity
Decreased -0.6%
0.78%
$15.651M
163,204 shares@ $95.91 avg price
TSNTyson Foods A
Recent Activity
Decreased -0.51%
0.78%
$15.562M
261,282 shares@ $59.57 avg price