BP
FORR icon

Ballentine Partners’s Forrester Research FORR Stock Holding History

Ballentine Partners’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
2025
Q1 		– Sell
-250,559
Closed -$3.93M – 941
2024
Q4 		$3.93M Sell
250,559
-3,840
-2% -$61.9K 0.07% 99
2024
Q3 		$4.58M Buy
254,399
+4,342
+2% +$79.2K 0.08% 92
2024
Q2 		$4.27M Buy
+250,057
New +$4.59M 0.08% 87
2019
Q3 		– Sell
-250,000
Closed -$11.8M – 408
2019
Q2 		$11.8M Hold
250,000
– – 0.56% 24
2019
Q1 		$12.1M Hold
250,000
– – 0.63% 23
2018
Q4 		$11.2M Sell
250,000
-296,229
-54% -$12.6M 0.64% 24
2018
Q3 		$25.1M Sell
546,229
-203,808
-27% -$9.37M 1.32% 15
2018
Q2 		$31.5M Hold
750,037
– – 1.75% 13
2018
Q1 		$31.1M Hold
750,037
– – 1.75% 12
2017
Q4 		$33.2M Buy
750,037
+250,000
+50% +$11.2M 1.82% 12
2017
Q3 		$20.9M Buy
500,037
+250,000
+100% +$10.1M 1.18% 17
2017
Q2 		$10.4M Buy
+250,037
New +$9.89M 0.76% 26

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return