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Ancora Advisors’s Information Services Group III Stock Holding History

Ancora Advisors’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,198
Closed -$33.2K – 1800
2023
Q2 		$33.2K Hold
6,198
– – ﹤0.01% 1008
2023
Q1 		$31.5K Sell
6,198
-189,409
-97% -$973K ﹤0.01% 1014
2022
Q4 		$900K Sell
195,607
-368,752
-65% -$1.86M 0.03% 375
2022
Q3 		$2.69M Sell
564,359
-320,259
-36% -$1.99M 0.08% 197
2022
Q2 		$5.98M Sell
884,618
-107,030
-11% -$674K 0.17% 121
2022
Q1 		$6.75M Buy
991,648
+83,260
+9% +$587K 0.16% 125
2021
Q4 		$6.92M Sell
908,388
-120,270
-12% -$968K 0.16% 126
2021
Q3 		$7.39M Buy
1,028,658
+133,588
+15% +$889K 0.19% 118
2021
Q2 		$5.24M Buy
+895,070
New +$4.64M 0.14% 156
2018
Q2 		– Sell
-27,121
Closed -$113K – 697
2018
Q1 		$113K Buy
27,121
+1,669
+7% +$7.02K 0.01% 646
2017
Q4 		$106K Buy
+25,452
New +$106K 0.01% 605
2017
Q1 		– Sell
-5,320
Closed -$19K – 835
2016
Q4 		$19K Buy
+5,320
New +$20.5K ﹤0.01% 945

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Ancora Advisors's III Position: Q3 2023 in Review

Ancora Advisors sold out of Information Services Group (III) in Q3 2023, closing a stake of 6,198 shares — an estimated $33.2K sold.

Ancora Advisors first reported a position in III in Q4 2016 and held it in 12 quarters. The position peaked at $7.39M in Q3 2021. 96 funds tracked by Wall St. Rank hold III as of Q3 2023.

  • Ancora Advisors reported no remaining Information Services Group position as of Q3 2023 after selling out during the quarter.
  • Ancora Advisors sold 6,198 Information Services Group shares in Q3 2023, an estimated $33.2K.
  • Ancora Advisors first reported a position in Information Services Group in Q4 2016 and held it in 12 quarters.
  • Ancora Advisors's Information Services Group position peaked at $7.39M in Q3 2021.
  • 96 funds tracked by Wall St. Rank held Information Services Group as of Q3 2023.

Based on Ancora Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.