Jason Geers

@Ancora Advisors Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$4.392B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DRHDiamondrock Hospitality Co Recent Activity New Position	0.04%	$1.42M 162,660 shares@ $8.74 avg price	New Position
UGIUgi Corp New Recent Activity New Position	0.03%	$1.283M 51,270 shares@ $25.02 avg price	New Position
RGPResources Recent Activity New Position	0.03%	$1.128M 116,240 shares@ $9.7 avg price	New Position
MCSMarcus Corp Del Recent Activity New Position	0.03%	$973,823 64,620 shares@ $15.07 avg price	New Position
AMTMAmentum Holdings Recent Activity New Position	0.02%	$819,633 25,415 shares@ $32.25 avg price	New Position
BUFRFirst Viii Cboe Vest Us Eq Recent Activity New Position	0.02%	$807,030 27,000 shares@ $29.89 avg price	New Position
XMMOInvesco S&p Midcap Momentum Et Recent Activity New Position	0.02%	$543,651 4,518 shares@ $120.34 avg price	New Position
SITCSite Centers Recent Activity New Position	0.02%	$521,510 8,620 shares@ $60.5 avg price	New Position
SPRYArs Pharmaceuticals Inc Recent Activity New Position	0.02%	$507,500 35,000 shares@ $14.5 avg price	New Position
UECUranium Energy Corp Recent Activity New Position	0.02%	$489,969 78,900 shares@ $6.21 avg price	New Position