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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
ARMKAramark Hldgs Corp Com
Recent Activity
Increased 0.89%
0.31%
$13.542M
349,640 shares@ $38.73 avg price
IJRIshares Tr
Recent Activity
Increased 10.93%
0.31%
$13.458M
115,066 shares@ $116.97 avg price
VXFVanguard Index Fds
Recent Activity
Increased 1.51%
0.31%
$13.403M
73,649 shares@ $181.99 avg price
NNNextnav Inc Common Stock
Recent Activity
Increased 9.01%
0.3%
$13.147M
1.755M shares@ $7.49 avg price
VVXV2x Inc
Recent Activity
Increased 23.92%
0.3%
$13.035M
233,345 shares@ $55.87 avg price
IEFAIshares Tr Core Msci Eafe
Recent Activity
Increased 1.27%
0.3%
$13.02M
166,817 shares@ $78.05 avg price
KDKyndryl Hldgs Inc Com
Recent Activity
Increased 28.37%
0.3%
$12.8M
557,023 shares@ $22.98 avg price
SFStifel Finl Corp
Recent Activity
Increased 5.75%
0.29%
$12.457M
132,665 shares@ $93.91 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 1.58%
0.28%
$11.954M
60,355 shares@ $198.07 avg price
ARESAres Management Corp
Recent Activity
Increased 5.93%
0.28%
$11.867M
76,148 shares@ $155.84 avg price