EI
FOR icon

Ellevest Inc’s Forestar Group FOR Stock Holding History

Ellevest Inc’s Portfolio FOR Stock Details FOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-183
Closed -$2.85K – 814
2023
Q1 		$2.85K Buy
183
+27
+17% +$405 ﹤0.01% 1368
2022
Q4 		$2.4K Sell
156
-417
-73% -$5.52K ﹤0.01% 1355
2022
Q3 		$6K Buy
573
+515
+888% +$6.82K ﹤0.01% 1135
2022
Q2 		$1K Sell
58
-71
-55% -$1.12K ﹤0.01% 1254
2022
Q1 		$2K Buy
129
+72
+126% +$1.35K ﹤0.01% 1188
2021
Q4 		$1K Buy
+57
New +$1.18K ﹤0.01% 1271

Other funds holding FOR

LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ellevest Inc's FOR Position: Q2 2023 in Review

Ellevest Inc sold out of Forestar Group (FOR) in Q2 2023, closing a stake of 183 shares — an estimated $2.85K sold.

Ellevest Inc first reported a position in FOR in Q4 2021 and held it in 6 quarters. The position peaked at $6K in Q3 2022. 128 funds tracked by Wall St. Rank hold FOR as of Q2 2023.

  • Ellevest Inc reported no remaining Forestar Group position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 183 Forestar Group shares in Q2 2023, an estimated $2.85K.
  • Ellevest Inc first reported a position in Forestar Group in Q4 2021 and held it in 6 quarters.
  • Ellevest Inc's Forestar Group position peaked at $6K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held Forestar Group as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.