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
VOVanguard Index Fds
Recent Activity
Increased 1.08%
0.26%
$11.145M
42,242 shares@ $263.83 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.16%
0.26%
$11.077M
19,307 shares@ $573.76 avg price
RYNRayonier Inc
Recent Activity
Increased 333.63%
0.26%
$11.034M
342,870 shares@ $32.19 avg price
ACAArcosa Inc
Recent Activity
Increased 36.76%
0.26%
$11.025M
116,344 shares@ $94.76 avg price
IUSBIshares Tr Core Total Usd Bd M
Recent Activity
Increased 7.51%
0.26%
$11.018M
233,824 shares@ $47.13 avg price
VVisa Inc
Recent Activity
Increased 8.21%
0.26%
$10.987M
39,961 shares@ $274.96 avg price
FGF&g Annuities & Life Inc
Recent Activity
Increased 36.67%
0.25%
$10.896M
243,653 shares@ $44.72 avg price
PCHPotlatchdeltic Corporation
Recent Activity
Increased 1.7%
0.25%
$10.78M
239,291 shares@ $45.06 avg price
NWENorthwestern Energy Group In
Recent Activity
Increased 0.58%
0.23%
$9.985M
174,510 shares@ $57.22 avg price
EMXCIshares Msci Emerging Markets
Recent Activity
Increased 13.12%
0.23%
$9.929M
162,470 shares@ $61.12 avg price