GC
FORR icon

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 $5.7T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return