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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
WHWyndham Hotels & Resorts Inc
Recent Activity
Decreased -21.05%
0.39%
$17.11M
218,969 shares@ $78.14 avg price
CRHCrh Plc
Recent Activity
Increased 19.4%
0.39%
$16.804M
181,193 shares@ $92.75 avg price
HHHHoward Hughes Corp
Recent Activity
Increased 30.42%
0.39%
$16.703M
215,720 shares@ $77.44 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -4.43%
0.38%
$16.39M
18,489 shares@ $886.49 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.46%
0.36%
$15.38M
92,736 shares@ $165.86 avg price
TUASim St Treas Fut Strat Etf
Recent Activity
Decreased -4.3%
0.35%
$15.318M
666,290 shares@ $22.99 avg price
MAMastercard Incorporated
Recent Activity
Decreased -3.3%
0.35%
$15.056M
30,490 shares@ $493.8 avg price
KVUEKenvue Inc Com
Recent Activity
Increased 32.88%
0.35%
$15.048M
650,588 shares@ $23.13 avg price
RTXRaytheon Technologies Corporat
Recent Activity
Decreased -3.59%
0.34%
$14.863M
122,668 shares@ $121.17 avg price
STIPIshares Tr
Recent Activity
Increased 7.47%
0.34%
$14.789M
145,967 shares@ $101.32 avg price