Ergoteles’s Forrester Research FORR Stock Holding History

Ergoteles’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 Q4	–	Sell	-16,324	Closed	-$804K	–	1357
2021 Q3	$804K	Sell	16,324 -3,385	-17%	-$159K	0.03%	439
2021 Q2	$903K	Buy	+19,709	New	+$850K	0.02%	540

Other funds holding FORR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ergoteles's FORR Position: Q4 2021 in Review

Ergoteles sold out of Forrester Research (FORR) in Q4 2021, closing a stake of 16,324 shares — an estimated $804K sold.

Ergoteles first reported a position in FORR in Q2 2021 and held it in 2 quarters. The position peaked at $903K in Q2 2021. 135 funds tracked by Wall St. Rank hold FORR as of Q4 2021.

Ergoteles reported no remaining Forrester Research position as of Q4 2021 after selling out during the quarter.
Ergoteles sold 16,324 Forrester Research shares in Q4 2021, an estimated $804K.
Ergoteles first reported a position in Forrester Research in Q2 2021 and held it in 2 quarters.
Ergoteles's Forrester Research position peaked at $903K in Q2 2021.
135 funds tracked by Wall St. Rank held Forrester Research as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.