From CHRW to AAPL: A Review of Ancora Advisors, LLC's Q3 and Q4 13F Holdings

Ancora Advisors, LLC recently released its 13F filings with the Securities and Exchange Commission (SEC) for Q3 2022 and Q4 2022. These filings provide transparency on institutional investment managers' holdings in a given quarter, including any changes made to their portfolio.

In this blog post, we will review and analyze the changes in holdings made by Ancora Advisors, LLC over the two quarters to provide insights into their investment strategy.

C H Robinson Worldwide Inc (CHRW)

Ancora Advisors, LLC retained most of its position in CHRW over the two quarters, with a minor decrease of 5.3% in shares from Q3 to Q4. The decrease in shares is worth noting, but it is not significant.

IAA Inc (IAA)

IAA Inc saw a substantial increase in Ancora Advisors, LLC's holdings, with a 129.7% increase in shares from Q3 to Q4. The increase in shares corresponds to a 129.7% increase in value, highlighting their confidence in the company's future prospects.

Green Plains Inc (GPRE)

Ancora Advisors, LLC added to its position in GPRE during the two quarters, with a 6.8% increase in shares from Q3 to Q4. While not a significant increase, it signals the company's confidence in the long-term prospects of GPRE.

Vanguard Index Fds (VOO)

Ancora Advisors, LLC added a small number of shares to its position in VOO, with a 7.1% increase in value from Q3 to Q4. The increase reflects the company's continued interest in exchange-traded funds (ETFs).

Apple Inc (AAPL)

AAPL saw a decrease in Ancora Advisors, LLC's holdings, with a 7.3% decrease in shares from Q3 to Q4. Despite the reduction in shares, AAPL remains one of their top holdings, highlighting their continued interest in the tech giant.

Conclusion

Ancora Advisors, LLC's 13F filings reveal a mixed bag of changes in their holdings. While some companies saw a significant increase in holdings like IAA Inc, others like AAPL saw a reduction. However, Ancora Advisors, LLC appear optimistic about the companies' long-term prospects, with small increases made in a few other positions. Investors can use these filings as a benchmark to compare their own portfolios with those of institutional investment managers and gauge the market sentiment towards various companies.