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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
VAWVanguard World Fd
Recent Activity
Exited
0%
$6.079M
31,559 shares@ $192.63 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$4.154M
187,477 shares@ $22.16 avg price
EXEChesapeake Energy Corp
Recent Activity
Exited
0%
$3.321M
40,410 shares@ $82.2 avg price
8136⤦Xli 250117c00110000
Recent Activity
Exited
0%
$2.759M
1,841 shares@ $1498.49 avg price
CHUYChuys Hldgs Inc
Recent Activity
Exited
0%
$2.129M
82,152 shares@ $25.93 avg price
STGWStagwell Inc
Recent Activity
Exited
0%
$2.104M
308,487 shares@ $6.82 avg price
INTTIntest Corp
Recent Activity
Exited
0%
$1.51M
152,817 shares@ $9.89 avg price
VMLUXVanguard Limited Tax -exempt F
Recent Activity
Exited
0%
$1.181M
109,517 shares@ $10.78 avg price
ALEAllete Inc
Recent Activity
Exited
0%
$1.086M
17,410 shares@ $62.35 avg price
FLXSFlexsteel Inds Inc
Recent Activity
Exited
0%
$867,879
27,942 shares@ $31.07 avg price