Ancora Advisors, LLC Portfolio Holdings

Ancora Advisors, LLC

  • $4.06 Billion
  • Q3 2024

Ancora Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.06 Billion distributed in 2369 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Norfolk Southern Corp with a value of $277M, Berry Global Group, Inc. with a value of $144M, Apple Inc. with a value of $138M, Vanguard Index Fds S&P 500 ETF with a value of $135M, and Broadcom Inc. with a value of $114M.

Examining the 13F form we can see an increase of $330M in the current position value, from $3.73B to 4.06B.

Ancora Advisors, LLC is based out at Cleveland, OH

Below you can find more details about Ancora Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.06 Billion
ETFs: $926 Million
Industrials: $754 Million
Technology: $585 Million
Consumer Cyclical: $473 Million
Financial Services: $362 Million
Healthcare: $282 Million
Consumer Defensive: $174 Million
Energy: $149 Million
Other: $356 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132M
$0 0.0% of portfolio
147
Q3 2024 Reduced 33.18%
$186M
$2,000 0.0% of portfolio
1,450
Q1 2022 New
$139M
$148,000 0.0% of portfolio
38,700
Q3 2024 Reduced 72.08%
$262M
$2,000 0.0% of portfolio
550
Q2 2022 New
$55.8M
$91,000 0.0% of portfolio
60,000
Q1 2024 Added 20.0%
$277M
$10,000 0.0% of portfolio
2,500
Q4 2022 New
$217M
$0 0.0% of portfolio
71
Q1 2024 Added 42.0%
$159M
$4,000 0.0% of portfolio
800
Q3 2024 New
$123M
$12,000 0.0% of portfolio
498
Q1 2024 Reduced 37.59%
$118M
$105,000 0.0% of portfolio
22,338
Q1 2024 Added 28.84%
$81.2M
$155,000 0.0% of portfolio
57,500
Q3 2024 New
$129M
$84,000 0.0% of portfolio
6,400
Q4 2023 Reduced 34.02%
$239M
$53,000 0.0% of portfolio
50,000
Q3 2023 New
$76.5M
$175,000 0.0% of portfolio
230,780
Q3 2024 New
$68.2M
$1,000 0.0% of portfolio
1,225
Q1 2022 Added 226.67%
$244M
$34,000 0.0% of portfolio
3,000
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 2,369
  • Current Value $4.06 Billion
  • Prior Value $3.73 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 144 stocks
  • Additional Purchases 425 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 433 stocks
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