AA
AE

Ancora Advisors’s Adams Resources & Energy Inc AE Stock Holding History

Ancora Advisors’s Portfolio AE Stock Details AE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-40,813
Closed -$1.1M – 1904
2024
Q3 		$1.1M Hold
40,813
– – 0.03% 369
2024
Q2 		$1.14M Sell
40,813
-932
-2% -$25.9K 0.03% 353
2024
Q1 		$1.21M Hold
41,745
– – 0.03% 356
2023
Q4 		$1.09M Buy
41,745
+17,131
+70% +$505K 0.03% 364
2023
Q3 		$829K Buy
24,614
+13,015
+112% +$456K 0.02% 381
2023
Q2 		$408K Buy
+11,599
New +$419K 0.01% 502
2023
Q1 		– Sell
-14,401
Closed -$560K – 2083
2022
Q4 		$560K Sell
14,401
-9,137
-39% -$332K 0.02% 465
2022
Q3 		$702K Hold
23,538
– – 0.02% 430
2022
Q2 		$758K Sell
23,538
-24,363
-51% -$877K 0.02% 430
2022
Q1 		$1.84M Sell
47,901
-21,014
-30% -$680K 0.04% 295
2021
Q4 		$1.92M Sell
68,915
-11,000
-14% -$324K 0.05% 288
2021
Q3 		$2.43M Sell
79,915
-3,762
-4% -$107K 0.06% 250
2021
Q2 		$2.32M Sell
83,677
-1,003
-1% -$27.6K 0.06% 262
2021
Q1 		$2.37M Buy
84,680
+2,280
+3% +$63.7K 0.07% 245
2020
Q4 		$1.99M Buy
82,400
+6,170
+8% +$148K 0.06% 259
2020
Q3 		$1.52M Buy
76,230
+14,188
+23% +$314K 0.06% 267
2020
Q2 		$1.66M Sell
62,042
-4,618
-7% -$121K 0.07% 239
2020
Q1 		$1.57M Buy
66,660
+19,728
+42% +$616K 0.07% 253
2019
Q4 		$1.79M Buy
46,932
+3,198
+7% +$104K 0.07% 267
2019
Q3 		$1.36M Buy
+43,734
New +$1.39M 0.06% 277
2018
Q4 		– Sell
-21,386
Closed -$908K – 1217
2018
Q3 		$908K Buy
21,386
+115
+0.5% +$4.91K 0.04% 362
2018
Q2 		$915K Hold
21,271
– – 0.04% 352
2018
Q1 		$925K Buy
+21,271
New +$924K 0.04% 353
2017
Q4 		– Sell
-18,262
Closed -$758K – 680
2017
Q3 		$758K Buy
+18,262
New +$686K 0.04% 377

Other funds holding AE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cigogne Management Luxembourg $169M AUM
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.28B AUM 41.08% 1-Year Est. Return

Ancora Advisors's AE Position: Q4 2024 in Review

Ancora Advisors sold out of Adams Resources & Energy Inc (AE) in Q4 2024, closing a stake of 40,813 shares — an estimated $1.1M sold.

Ancora Advisors first reported a position in AE in Q3 2017 and held it in 24 quarters. The position peaked at $2.43M in Q3 2021. 43 funds tracked by Wall St. Rank hold AE as of Q4 2024.

  • Ancora Advisors reported no remaining Adams Resources & Energy Inc position as of Q4 2024 after selling out during the quarter.
  • Ancora Advisors sold 40,813 Adams Resources & Energy Inc shares in Q4 2024, an estimated $1.1M.
  • Ancora Advisors first reported a position in Adams Resources & Energy Inc in Q3 2017 and held it in 24 quarters.
  • Ancora Advisors's Adams Resources & Energy Inc position peaked at $2.43M in Q3 2021.
  • 43 funds tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q4 2024.

Based on Ancora Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.