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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
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
MDUMdu Res Group Inc
Recent Activity
Decreased -9.09%
0.5%
$21.938M
800,367 shares@ $27.41 avg price
LINLinde Plc
Recent Activity
Increased 2.79%
0.48%
$20.713M
43,437 shares@ $476.87 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -1.6%
0.46%
$19.766M
291,315 shares@ $67.85 avg price
CXTCrane Nxt Co
Recent Activity
Decreased -10.92%
0.42%
$18.332M
326,774 shares@ $56.1 avg price
QCOMQualcomm Inc
Recent Activity
Increased 3.31%
0.42%
$18.203M
107,043 shares@ $170.05 avg price
QQQMInvesco Nasdaq 100 Etf
Recent Activity
Increased 0.7%
0.41%
$17.661M
87,931 shares@ $200.86 avg price
MBCMasterbrand Inc Com
Recent Activity
Increased 20.3%
0.4%
$17.518M
944,902 shares@ $18.55 avg price
VEEVVeeva Sys Inc
Recent Activity
Decreased 0%
0.4%
$17.193M
81,920 shares@ $209.87 avg price