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Jason Geers

@Ancora Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$4.392BTotal holdings1849
Assets growth rate8.81%Assets growth rate (2-Q avg)0.27%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ancora Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1849 positions.

Assets under management

The assets under management (AUM) of Ancora Advisors 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 4.392B in assets, with a quarterly growth rate of 8.81% and a 2-quarter average growth rate of 0.27%. The portfolio is managed by Jason Geers, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NSCNorfolk Southn Corp
Recent Activity
Decreased -1.31%
6.32%
$277.349M
1.116M shares@ $248.51 avg price
BERYBerry Plastics Group
Recent Activity
Increased 15.93%
3.28%
$143.931M
2.117M shares@ $67.99 avg price
AAPLApple Inc
Recent Activity
Decreased -0.33%
3.14%
$137.573M
590,440 shares@ $233.01 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -4.01%
3.09%
$135.313M
256,435 shares@ $527.67 avg price
AVGOBroadcom Ltd Shs
Recent Activity
Increased 895.66%
2.59%
$113.714M
659,213 shares@ $172.5 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.33%
2.36%
$103.552M
240,650 shares@ $430.31 avg price
JPSTJp Morgan Ultra Short Income E
Recent Activity
Increased 23.07%
1.83%
$80.15M
1.58M shares@ $50.75 avg price
ITOTIshares Tr
Recent Activity
Increased 2.76%
1.79%
$78.489M
624,811 shares@ $125.62 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.72%
1.59%
$69.704M
352,966 shares@ $197.49 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.2%
1.54%
$67.379M
115,240 shares@ $584.69 avg price