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FORR icon

Bahl & Gaynor’s Forrester Research FORR Stock Holding History

Bahl & Gaynor’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
Q1 		– Sell
-25,119
Closed -$1.12M – 350
2018
Q4 		$1.12M Sell
25,119
-1,841
-7% -$78.5K 0.01% 243
2018
Q3 		$1.24M Buy
26,960
+705
+3% +$32.4K 0.02% 257
2018
Q2 		$1.1M Buy
26,255
+406
+2% +$17.4K 0.01% 262
2018
Q1 		$1.07M Buy
25,849
+1,294
+5% +$55.2K 0.01% 273
2017
Q4 		$1.09M Buy
24,555
+850
+4% +$38.1K 0.01% 274
2017
Q3 		$992K Buy
23,705
+3,750
+19% +$151K 0.01% 264
2017
Q2 		$782K Buy
19,955
+1,775
+10% +$70.2K 0.01% 288
2017
Q1 		$723K Buy
18,180
+7,515
+70% +$295K 0.01% 286
2016
Q4 		$459K Buy
+10,665
New +$424K 0.01% 319

Other funds holding FORR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return