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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
JNJJohnson & Johnson
Recent Activity
Decreased -4.81%
1%
$43.686M
269,566 shares@ $162.06 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 1.3%
0.98%
$42.848M
207,286 shares@ $206.71 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 1.61%
0.95%
$41.612M
137,698 shares@ $302.2 avg price
FWRDForward Air Corp
Recent Activity
Increased 16.96%
0.91%
$39.843M
1.126M shares@ $35.4 avg price
METAMeta Platforms Inc Class A Com
Recent Activity
Decreased -15.21%
0.89%
$38.693M
67,594 shares@ $572.44 avg price
CVXChevron Corp New
Recent Activity
Decreased -18.68%
0.89%
$38.661M
262,519 shares@ $147.27 avg price
HLITHarmonic Inc
Recent Activity
Decreased -9.64%
0.88%
$38.532M
2.645M shares@ $14.57 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.88%
0.87%
$37.976M
219,261 shares@ $173.21 avg price
ACNAccenture Plc
Recent Activity
Increased 1.39%
0.83%
$36.349M
102,832 shares@ $353.48 avg price
LKQLkq Corp
Recent Activity
Increased 10526.78%
0.78%
$33.972M
850,992 shares@ $39.92 avg price