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Guggenheim Capital’s Forrester Research FORR Stock Holding History

Guggenheim Capital’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
Q1 		– Sell
-5,800
Closed -$243K – 2150
2020
Q4 		$243K Buy
+5,800
New +$232K ﹤0.01% 1894
2017
Q4 		– Sell
-21,668
Closed -$906K – 2745
2017
Q3 		$906K Buy
21,668
+1,575
+8% +$63.4K ﹤0.01% 2137
2017
Q2 		$786K Sell
20,093
-1,048
-5% -$41.5K ﹤0.01% 2200
2017
Q1 		$841K Sell
21,141
-2,293
-10% -$90.1K ﹤0.01% 2188
2016
Q4 		$1.01M Buy
+23,434
New +$932K ﹤0.01% 2132

Other funds holding FORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guggenheim Capital's FORR Position: Q1 2021 in Review

Guggenheim Capital sold out of Forrester Research (FORR) in Q1 2021, closing a stake of 5,800 shares — an estimated $243K sold.

Guggenheim Capital first reported a position in FORR in Q4 2016 and held it in 5 quarters. The position peaked at $1.01M in Q4 2016. 100 funds tracked by Wall St. Rank hold FORR as of Q1 2021.

  • Guggenheim Capital reported no remaining Forrester Research position as of Q1 2021 after selling out during the quarter.
  • Guggenheim Capital sold 5,800 Forrester Research shares in Q1 2021, an estimated $243K.
  • Guggenheim Capital first reported a position in Forrester Research in Q4 2016 and held it in 5 quarters.
  • Guggenheim Capital's Forrester Research position peaked at $1.01M in Q4 2016.
  • 100 funds tracked by Wall St. Rank held Forrester Research as of Q1 2021.

Based on Guggenheim Capital's 13F filing for Q1 2021, filed 13 May 2021.