Glenmede Trust’s Forrester Research FORR Stock Holding History

Glenmede 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
2020 Q4	–	Sell	-144	Closed	-$4K	–	1593
2020 Q3	$4K	Buy	144 +37	+35%	+$1.27K	﹤0.01%	2139
2020 Q2	$3K	Buy	107 +88	+463%	+$2.79K	﹤0.01%	2175
2020 Q1	$0	Hold	19	–	–	﹤0.01%	3027
2019 Q4	$0	Hold	19	–	–	﹤0.01%	3054
2019 Q3	$0	Hold	19	–	–	﹤0.01%	3054
2019 Q2	$0	Hold	19	–	–	﹤0.01%	3107
2019 Q1	$0	Hold	19	–	–	﹤0.01%	3092
2018 Q4	$0	Buy	+19	New	+$810	﹤0.01%	3039
2017 Q4	–	Sell	-7,854	Closed	-$328K	–	2710
2017 Q3	$328K	Buy	+7,854	New	+$316K	﹤0.01%	1036
2014 Q2	–	Sell	-6,560	Closed	-$235K	–	2353
2014 Q1	$235K	Buy	+6,560	New	+$244K	﹤0.01%	1120

Other funds holding FORR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Glenmede Trust's FORR Position: Q4 2020 in Review

Glenmede Trust sold out of Forrester Research (FORR) in Q4 2020, closing a stake of 144 shares — an estimated $4K sold.

Glenmede Trust first reported a position in FORR in Q1 2014 and held it in 10 quarters. The position peaked at $328K in Q3 2017. 104 funds tracked by Wall St. Rank hold FORR as of Q4 2020.

Glenmede Trust reported no remaining Forrester Research position as of Q4 2020 after selling out during the quarter.
Glenmede Trust sold 144 Forrester Research shares in Q4 2020, an estimated $4K.
Glenmede Trust first reported a position in Forrester Research in Q1 2014 and held it in 10 quarters.
Glenmede Trust's Forrester Research position peaked at $328K in Q3 2017.
104 funds tracked by Wall St. Rank held Forrester Research as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.