GSC
FORA

Grey Street Capital’s Forian FORA Stock Holding History

Grey Street Capital’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$288K Sell
86,784
-10,000
-10% -$29K 0.04% 401
2023
Q4 		$283K Sell
96,784
-2,321
-2% -$5.96K 0.13% 107
2023
Q3 		$221K Hold
99,105
– – 0.13% 113
2023
Q2 		$243K Buy
+99,105
New +$264K 0.13% 110

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Grey Street Capital's FORA Position: Q1 2024 in Review

Grey Street Capital reduced its Forian (FORA) stake by 10% in Q1 2024, selling an estimated $29K and leaving 86,784 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #401.

Grey Street Capital first reported a position in FORA in Q2 2023 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold FORA as of Q1 2024.

  • Grey Street Capital held 86,784 shares of Forian worth $288K as of Q1 2024.
  • Grey Street Capital sold 10,000 Forian shares in Q1 2024, an estimated $29K.
  • Forian made up 0.04% of Grey Street Capital's portfolio in Q1 2024, its #401 holding.
  • Grey Street Capital first reported a position in Forian in Q2 2023 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Forian as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.