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Aperio Group’s Forrester Research FORR Stock Holding History

Aperio Group’s Portfolio FORR Stock Details FORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,622
Closed -$217K – 2471
2019
Q2 		$217K Sell
4,622
-549
-11% -$26.4K ﹤0.01% 2148
2019
Q1 		$250K Buy
5,171
+415
+9% +$19.3K ﹤0.01% 2083
2018
Q4 		$213K Sell
4,756
-802
-14% -$34.2K ﹤0.01% 2096
2018
Q3 		$255K Sell
5,558
-94
-2% -$4.32K ﹤0.01% 2088
2018
Q2 		$237K Sell
5,652
-192
-3% -$8.22K ﹤0.01% 2102
2018
Q1 		$242K Sell
5,844
-1,406
-19% -$60K ﹤0.01% 2055
2017
Q4 		$320K Sell
7,250
-106
-1% -$4.76K ﹤0.01% 1912
2017
Q3 		$308K Buy
7,356
+553
+8% +$22.3K ﹤0.01% 1907
2017
Q2 		$266K Buy
6,803
+860
+14% +$34K ﹤0.01% 1953
2017
Q1 		$236K Buy
5,943
+841
+16% +$33K ﹤0.01% 1956
2016
Q4 		$219K Sell
5,102
-878
-15% -$34.9K ﹤0.01% 1956
2016
Q3 		$233K Buy
5,980
+48
+0.8% +$1.9K ﹤0.01% 1863
2016
Q2 		$219K Sell
5,932
-195
-3% -$6.96K ﹤0.01% 1819
2016
Q1 		$206K Buy
+6,127
New +$189K ﹤0.01% 1861
2015
Q3 		– Sell
-8,341
Closed -$300K – 1959
2015
Q2 		$300K Buy
8,341
+953
+13% +$33.7K ﹤0.01% 1633
2015
Q1 		$272K Buy
7,388
+240
+3% +$9K ﹤0.01% 1636
2014
Q4 		$281K Buy
7,148
+1,501
+27% +$59.5K ﹤0.01% 1542
2014
Q3 		$208K Buy
5,647
+10
+0.2% +$383 ﹤0.01% 1579
2014
Q2 		$214K Sell
5,637
-194
-3% -$7.1K ﹤0.01% 1583
2014
Q1 		$209K Buy
+5,831
New +$217K ﹤0.01% 1839
2013
Q4 		– Sell
-5,637
Closed -$215K – 1763
2013
Q3 		$207K Buy
+5,637
New +$200K ﹤0.01% 1623

Other funds holding FORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Aperio Group's FORR Position: Q3 2019 in Review

Aperio Group sold out of Forrester Research (FORR) in Q3 2019, closing a stake of 4,622 shares — an estimated $217K sold.

Aperio Group first reported a position in FORR in Q3 2013 and held it in 21 quarters. The position peaked at $320K in Q4 2017. 116 funds tracked by Wall St. Rank hold FORR as of Q3 2019.

  • Aperio Group reported no remaining Forrester Research position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 4,622 Forrester Research shares in Q3 2019, an estimated $217K.
  • Aperio Group first reported a position in Forrester Research in Q3 2013 and held it in 21 quarters.
  • Aperio Group's Forrester Research position peaked at $320K in Q4 2017.
  • 116 funds tracked by Wall St. Rank held Forrester Research as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.