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
NOMDNomad Foods Ltd
Recent Activity
Decreased -5.78%
0.26%
$11.408M
598,530 shares@ $19.07 avg price
IACIac Interactivecorp New Com Ne
Recent Activity
Decreased -34%
0.26%
$11.112M
206,472 shares@ $53.82 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.78%
0.25%
$10.644M
131,811 shares@ $80.75 avg price
BXBlackstone Group Inc
Recent Activity
Decreased -6.41%
0.25%
$10.565M
68,994 shares@ $153.13 avg price
DTMDt Midstream
Recent Activity
Decreased -28.65%
0.24%
$10.299M
130,933 shares@ $78.66 avg price
SHYIshares Tr
Recent Activity
Decreased -1.7%
0.23%
$9.988M
120,119 shares@ $83.15 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -6.02%
0.23%
$9.915M
84,585 shares@ $117.23 avg price
USMVIshares Tr
Recent Activity
Decreased -2.48%
0.22%
$9.454M
103,536 shares@ $91.32 avg price
LHXL3harris Technologies Inc
Recent Activity
Decreased -2.79%
0.22%
$9.305M
39,120 shares@ $237.87 avg price
FTDRFrontdoor Inc
Recent Activity
Decreased -0.95%
0.22%
$9.272M
193,210 shares@ $48.0 avg price