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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
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
GPREGreen Plains Inc
Recent Activity
Decreased -1.71%
1.37%
$59.888M
4.423M shares@ $13.54 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
IVVIshares Tr
Recent Activity
Increased 2.57%
1.11%
$48.677M
84,388 shares@ $576.83 avg price
EOGEog Res Inc Com
Recent Activity
Increased 4.23%
1.08%
$47.055M
382,775 shares@ $122.94 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.83%
1.06%
$46.532M
101,099 shares@ $460.27 avg price
RBARb Global Inc
Recent Activity
Decreased -46.34%
1.06%
$46.194M
573,908 shares@ $80.5 avg price
HLIHoulihan Lokey Inc
Recent Activity
Increased 1.14%
1.04%
$45.434M
287,519 shares@ $158.02 avg price