test

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
ACWIIshares Tr
Recent Activity
New Position
0.02%
$478,200
4,000 shares@ $119.55 avg price
TALKTalkspace Inc
Recent Activity
New Position
0.02%
$462,559
221,320 shares@ $2.1 avg price
FORRForrester Resh Inc
Recent Activity
New Position
0.02%
$452,825
25,143 shares@ $18.01 avg price
SONSonoco Prods Co
Recent Activity
New Position
0.02%
$450,697
8,250 shares@ $54.63 avg price
INSEInspired Entmt Inc Com
Recent Activity
New Position
0.01%
$419,282
45,230 shares@ $9.27 avg price
MKTXMarketaxess Hldgs Inc Com
Recent Activity
New Position
0.01%
$408,639
1,595 shares@ $256.2 avg price
NGVTIngevity Corp Com
Recent Activity
New Position
0.01%
$382,590
9,810 shares@ $39.0 avg price
IBDTIshares Ibonds Corp Dec 2028
Recent Activity
New Position
0.01%
$358,467
14,041 shares@ $25.54 avg price
NLCPNewlake Capital Partners Inc C
Recent Activity
New Position
0.01%
$349,402
17,280 shares@ $20.23 avg price
IBDUIshares Ibonds Dec 2029 Corp T
Recent Activity
New Position
0.01%
$348,750
14,834 shares@ $23.52 avg price