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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
HLITHarmonic Inc
Recent Activity
Decreased -9.64%
0.88%
$38.532M
2.645M shares@ $14.57 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -6.1%
0.73%
$31.694M
402,767 shares@ $78.69 avg price
KKellanova
Recent Activity
Decreased -26.42%
0.69%
$30.156M
373,629 shares@ $80.72 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.3%
0.63%
$27.326M
163,442 shares@ $167.19 avg price
MDUMdu Res Group Inc
Recent Activity
Decreased -9.09%
0.5%
$21.938M
800,367 shares@ $27.41 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -1.6%
0.46%
$19.766M
291,315 shares@ $67.85 avg price
CXTCrane Nxt Co
Recent Activity
Decreased -10.92%
0.42%
$18.332M
326,774 shares@ $56.1 avg price
VEEVVeeva Sys Inc
Recent Activity
Decreased 0%
0.4%
$17.193M
81,920 shares@ $209.87 avg price
WHWyndham Hotels & Resorts Inc
Recent Activity
Decreased -21.05%
0.39%
$17.11M
218,969 shares@ $78.14 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -4.43%
0.38%
$16.39M
18,489 shares@ $886.49 avg price