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Diversified Trust’s Forrester Research FORR Stock Holding History

Diversified Trust’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
2023
Q1 		– Sell
-8,582
Closed -$307K – 862
2022
Q4 		$307K Hold
8,582
– – 0.01% 576
2022
Q3 		$309K Hold
8,582
– – 0.01% 531
2022
Q2 		$411K Hold
8,582
– – 0.02% 458
2022
Q1 		$484K Buy
8,582
+669
+8% +$36.1K 0.02% 467
2021
Q4 		$465K Buy
+7,913
New +$440K 0.02% 481

Other funds holding FORR

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Diversified Trust's FORR Position: Q1 2023 in Review

Diversified Trust sold out of Forrester Research (FORR) in Q1 2023, closing a stake of 8,582 shares — an estimated $307K sold.

Diversified Trust first reported a position in FORR in Q4 2021 and held it in 5 quarters. The position peaked at $484K in Q1 2022. 121 funds tracked by Wall St. Rank hold FORR as of Q1 2023.

  • Diversified Trust reported no remaining Forrester Research position as of Q1 2023 after selling out during the quarter.
  • Diversified Trust sold 8,582 Forrester Research shares in Q1 2023, an estimated $307K.
  • Diversified Trust first reported a position in Forrester Research in Q4 2021 and held it in 5 quarters.
  • Diversified Trust's Forrester Research position peaked at $484K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held Forrester Research as of Q1 2023.

Based on Diversified Trust's 13F filing for Q1 2023, filed 7 Apr 2023.