Ancora Advisors’s PagerDuty PD Stock Holding History

Ancora Advisors’s Portfolio PD Stock Details PD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,600	Closed	-$36.7K	–	1861
2024 Q2	$36.7K	Hold	1,600	–	–	﹤0.01%	1024
2024 Q1	$36.3K	Hold	1,600	–	–	﹤0.01%	1046
2023 Q4	$37K	Hold	1,600	–	–	﹤0.01%	1021
2023 Q3	$36K	Hold	1,600	–	–	﹤0.01%	995
2023 Q2	$36K	Hold	1,600	–	–	﹤0.01%	983
2023 Q1	$56K	Hold	1,600	–	–	﹤0.01%	888
2022 Q4	$42K	Hold	1,600	–	–	﹤0.01%	1004
2022 Q3	$37K	Buy	1,600 +100	+7%	+$2.58K	﹤0.01%	1176
2022 Q2	$37K	Hold	1,500	–	–	﹤0.01%	1259
2022 Q1	$51K	Buy	1,500 +500	+50%	+$16.1K	﹤0.01%	1231
2021 Q4	$35K	Buy	+1,000	New	+$38.7K	﹤0.01%	1403

Other funds holding PD

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ancora Advisors's PD Position: Q3 2024 in Review

Ancora Advisors sold out of PagerDuty (PD) in Q3 2024, closing a stake of 1,600 shares — an estimated $36.7K sold.

Ancora Advisors first reported a position in PD in Q4 2021 and held it in 11 quarters. The position peaked at $56K in Q1 2023. 218 funds tracked by Wall St. Rank hold PD as of Q3 2024.

Ancora Advisors reported no remaining PagerDuty position as of Q3 2024 after selling out during the quarter.
Ancora Advisors sold 1,600 PagerDuty shares in Q3 2024, an estimated $36.7K.
Ancora Advisors first reported a position in PagerDuty in Q4 2021 and held it in 11 quarters.
Ancora Advisors's PagerDuty position peaked at $56K in Q1 2023.
218 funds tracked by Wall St. Rank held PagerDuty as of Q3 2024.

Based on Ancora Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.