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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
BACBank America Corp
Recent Activity
Increased 1.25%
0.75%
$32.643M
822,650 shares@ $39.69 avg price
MCDMcdonalds Corp
Recent Activity
Increased 1.32%
0.75%
$32.635M
107,172 shares@ $304.51 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -6.1%
0.73%
$31.694M
402,767 shares@ $78.69 avg price
KKellanova
Recent Activity
Decreased -26.42%
0.69%
$30.156M
373,629 shares@ $80.72 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 33.04%
0.64%
$27.907M
120,001 shares@ $232.57 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.3%
0.63%
$27.326M
163,442 shares@ $167.19 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