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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
BERYBerry Plastics Group
Recent Activity
Increased 15.93%
3.28%
$143.931M
2.117M shares@ $67.99 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
ETNEaton Corp Plc
Recent Activity
Increased 1.21%
1.48%
$64.736M
195,318 shares@ $331.44 avg price
JPMJp Morgan Chase & Co
Recent Activity
Increased 0.98%
1.46%
$64.116M
304,071 shares@ $210.86 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.48%
1.33%
$58.237M
312,548 shares@ $186.34 avg price
HDHome Depot Inc
Recent Activity
Increased 0.3%
1.13%
$49.421M
121,968 shares@ $405.2 avg price