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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
GOOGLAlphabet Inc
Recent Activity
Decreased -0.46%
0.36%
$15.38M
92,736 shares@ $165.86 avg price
TUASim St Treas Fut Strat Etf
Recent Activity
Decreased -4.3%
0.35%
$15.318M
666,290 shares@ $22.99 avg price
MAMastercard Incorporated
Recent Activity
Decreased -3.3%
0.35%
$15.056M
30,490 shares@ $493.8 avg price
RTXRaytheon Technologies Corporat
Recent Activity
Decreased -3.59%
0.34%
$14.863M
122,668 shares@ $121.17 avg price
IJHIshares Tr
Recent Activity
Decreased -0.91%
0.32%
$13.692M
219,707 shares@ $62.32 avg price
CRCrane Company
Recent Activity
Decreased -7.97%
0.3%
$13.058M
82,501 shares@ $158.28 avg price
PEPPepsico Inc
Recent Activity
Decreased -5.23%
0.3%
$12.883M
75,762 shares@ $170.06 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -22.54%
0.28%
$12.231M
60,917 shares@ $200.78 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -1.39%
0.27%
$11.622M
119,298 shares@ $97.43 avg price
AMGNAmgen Inc
Recent Activity
Decreased -1.15%
0.27%
$11.5M
35,692 shares@ $322.22 avg price