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Ancora Advisors’s US Global Investors GROW Stock Holding History

Ancora Advisors’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,000
Closed -$11.4K – 1787
2023
Q3 		$11.4K Hold
4,000
– – ﹤0.01% 1258
2023
Q2 		$12.2K Hold
4,000
– – ﹤0.01% 1240
2023
Q1 		$10.7K Hold
4,000
– – ﹤0.01% 1267
2022
Q4 		$12K Hold
4,000
– – ﹤0.01% 1292
2022
Q3 		$11K Hold
4,000
– – ﹤0.01% 1468
2022
Q2 		$18K Hold
4,000
– – ﹤0.01% 1468
2022
Q1 		$21K Buy
+4,000
New +$20.9K ﹤0.01% 1535
2013
Q3 		– Sell
-25,000
Closed -$53K – 408
2013
Q2 		$53K Buy
+25,000
New +$69.7K 0.01% 406

Other funds holding GROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Ancora Advisors's GROW Position: Q4 2023 in Review

Ancora Advisors sold out of US Global Investors (GROW) in Q4 2023, closing a stake of 4,000 shares — an estimated $11.4K sold.

Ancora Advisors first reported a position in GROW in Q2 2013 and held it in 8 quarters. The position peaked at $53K in Q2 2013. 39 funds tracked by Wall St. Rank hold GROW as of Q4 2023.

  • Ancora Advisors reported no remaining US Global Investors position as of Q4 2023 after selling out during the quarter.
  • Ancora Advisors sold 4,000 US Global Investors shares in Q4 2023, an estimated $11.4K.
  • Ancora Advisors first reported a position in US Global Investors in Q2 2013 and held it in 8 quarters.
  • Ancora Advisors's US Global Investors position peaked at $53K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held US Global Investors as of Q4 2023.

Based on Ancora Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.