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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
QQQMInvesco Nasdaq 100 Etf
| 0.41% | $17.661M 87,931 shares@ $200.86 avg price | Increased 0.7% |
MBCMasterbrand Inc Com
| 0.4% | $17.518M 944,902 shares@ $18.55 avg price | Increased 20.3% |
CRHCrh Plc
| 0.39% | $16.804M 181,193 shares@ $92.75 avg price | Increased 19.4% |
HHHHoward Hughes Corp
| 0.39% | $16.703M 215,720 shares@ $77.44 avg price | Increased 30.42% |
KVUEKenvue Inc Com
| 0.35% | $15.048M 650,588 shares@ $23.13 avg price | Increased 32.88% |
STIPIshares Tr
| 0.34% | $14.789M 145,967 shares@ $101.32 avg price | Increased 7.47% |
RWJInvesco S&p Smallcap 600 Reven
| 0.33% | $14.489M 316,978 shares@ $45.71 avg price | Increased 0.48% |
APGApi Group Corp
| 0.33% | $14.182M 429,504 shares@ $33.02 avg price | Increased 8.14% |
NCMINational Cinemedia Inc
| 0.33% | $14.126M 2.004M shares@ $7.05 avg price | Increased 14.61% |
ATMUAtmus Filtration Technologie
| 0.33% | $14.085M 375,295 shares@ $37.53 avg price | Increased 34.33% |