Ancora Advisors’s Coda Octopus Group CODA Stock Holding History

Ancora Advisors’s Portfolio CODA Stock Details CODA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-38,443	Closed	-$264K	–	1971
2022 Q4	$264K	Hold	38,443	–	–	0.01%	614
2022 Q3	$208K	Hold	38,443	–	–	0.01%	718
2022 Q2	$193K	Hold	38,443	–	–	0.01%	769
2022 Q1	$253K	Hold	38,443	–	–	0.01%	733
2021 Q4	$308K	Sell	38,443 -6,210	-14%	-$51.1K	0.01%	679
2021 Q3	$400K	Sell	44,653 -10,765	-19%	-$95.9K	0.01%	599
2021 Q2	$479K	Buy	55,418 +2,705	+5%	+$23.1K	0.01%	554
2021 Q1	$468K	Buy	+52,713	New	+$393K	0.01%	537

Other funds holding CODA

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Touchstone Capital Pittsburgh, Pennsylvania $195M AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ancora Advisors's CODA Position: Q1 2023 in Review

Ancora Advisors sold out of Coda Octopus Group (CODA) in Q1 2023, closing a stake of 38,443 shares — an estimated $264K sold.

Ancora Advisors first reported a position in CODA in Q1 2021 and held it in 8 quarters. The position peaked at $479K in Q2 2021. 25 funds tracked by Wall St. Rank hold CODA as of Q1 2023.

Ancora Advisors reported no remaining Coda Octopus Group position as of Q1 2023 after selling out during the quarter.
Ancora Advisors sold 38,443 Coda Octopus Group shares in Q1 2023, an estimated $264K.
Ancora Advisors first reported a position in Coda Octopus Group in Q1 2021 and held it in 8 quarters.
Ancora Advisors's Coda Octopus Group position peaked at $479K in Q2 2021.
25 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2023.

Based on Ancora Advisors's 13F filing for Q1 2023, filed 16 May 2023.