ClearBridge Investments
FORR icon

ClearBridge Investments’s Forrester Research FORR Stock Holding History

ClearBridge Investments’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
2021
Q3 		– Sell
-17,979
Closed -$823K – 807
2021
Q2 		$823K Buy
17,979
+1,235
+7% +$53.3K ﹤0.01% 728
2021
Q1 		$711K Buy
16,744
+5,609
+50% +$243K ﹤0.01% 720
2020
Q4 		$467K Buy
+11,135
New +$445K ﹤0.01% 739

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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments's FORR Position: Q3 2021 in Review

ClearBridge Investments sold out of Forrester Research (FORR) in Q3 2021, closing a stake of 17,979 shares — an estimated $823K sold.

ClearBridge Investments first reported a position in FORR in Q4 2020 and held it in 3 quarters. The position peaked at $823K in Q2 2021. 122 funds tracked by Wall St. Rank hold FORR as of Q3 2021.

  • ClearBridge Investments reported no remaining Forrester Research position as of Q3 2021 after selling out during the quarter.
  • ClearBridge Investments sold 17,979 Forrester Research shares in Q3 2021, an estimated $823K.
  • ClearBridge Investments first reported a position in Forrester Research in Q4 2020 and held it in 3 quarters.
  • ClearBridge Investments's Forrester Research position peaked at $823K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held Forrester Research as of Q3 2021.

Based on ClearBridge Investments's 13F filing for Q3 2021, filed 12 Nov 2021.