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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
MCDMcdonalds Corp
Recent Activity
Increased 1.32%
0.75%
$32.635M
107,172 shares@ $304.51 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 33.04%
0.64%
$27.907M
120,001 shares@ $232.57 avg price
MARMarriott Intl Inc New
Recent Activity
Increased 0.73%
0.57%
$24.696M
99,342 shares@ $248.61 avg price
WYWeyerhaeuser Co Mtn Be
Recent Activity
Increased 1.2%
0.52%
$22.668M
669,448 shares@ $33.87 avg price
FBINFortune Brands Innovations I
Recent Activity
Increased 4.35%
0.52%
$22.655M
253,046 shares@ $89.54 avg price
MOATVaneck Vectors Morningstar Wid
Recent Activity
Increased 12.78%
0.52%
$22.467M
231,740 shares@ $96.95 avg price
CZRCaesars Entertainment Inc
Recent Activity
Increased 67.88%
0.51%
$22.318M
534,696 shares@ $41.74 avg price
NVDANvidia Corp Com
Recent Activity
Increased 0.9%
0.51%
$21.992M
181,096 shares@ $121.44 avg price
LINLinde Plc
Recent Activity
Increased 2.79%
0.48%
$20.713M
43,437 shares@ $476.87 avg price
QCOMQualcomm Inc
Recent Activity
Increased 3.31%
0.42%
$18.203M
107,043 shares@ $170.05 avg price