GKIM
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GW&K Investment Management’s Forrester Research FORR Stock Holding History

GW&K Investment Management’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
2023
Q2 		– Sell
-114,265
Closed -$3.7M – 904
2023
Q1 		$3.7M Sell
114,265
-776
-0.7% -$26.9K 0.04% 282
2022
Q4 		$4.11M Sell
115,041
-1,628
-1% -$59.5K 0.04% 272
2022
Q3 		$4.2M Sell
116,669
-1,277
-1% -$54.9K 0.05% 242
2022
Q2 		$5.64M Sell
117,946
-1,100
-0.9% -$57K 0.06% 227
2022
Q1 		$6.72M Sell
119,046
-2,615
-2% -$141K 0.06% 231
2021
Q4 		$7.14M Sell
121,661
-4,492
-4% -$250K 0.06% 236
2021
Q3 		$6.21M Sell
126,153
-2,205
-2% -$103K 0.06% 246
2021
Q2 		$5.88M Sell
128,358
-1,890
-1% -$81.5K 0.05% 259
2021
Q1 		$5.53M Sell
130,248
-1,627
-1% -$70.6K 0.05% 260
2020
Q4 		$5.53M Sell
131,875
-2,181
-2% -$87.1K 0.06% 257
2020
Q3 		$4.4M Sell
134,056
-2,014
-1% -$68.9K 0.06% 244
2020
Q2 		$4.36M Sell
136,070
-3,237
-2% -$103K 0.06% 244
2020
Q1 		$4.07M Sell
139,307
-8,153
-6% -$310K 0.07% 229
2019
Q4 		$6.15M Sell
147,460
-7,438
-5% -$277K 0.08% 228
2019
Q3 		$4.98M Buy
154,898
+45,724
+42% +$1.81M 0.07% 238
2019
Q2 		$5.13M Sell
109,174
-1,248
-1% -$60.1K 0.08% 233
2019
Q1 		$5.34M Sell
110,422
-17,796
-14% -$829K 0.09% 219
2018
Q4 		$5.73M Sell
128,218
-7,004
-5% -$299K 0.11% 199
2018
Q3 		$6.21M Sell
135,222
-3,058
-2% -$141K 0.1% 202
2018
Q2 		$5.8M Sell
138,280
-927
-0.7% -$39.7K 0.1% 208
2018
Q1 		$5.77M Buy
139,207
+173
+0.1% +$7.38K 0.1% 203
2017
Q4 		$6.14M Buy
139,034
+40,358
+41% +$1.81M 0.11% 193
2017
Q3 		$4.13M Sell
98,676
-1,422
-1% -$57.3K 0.07% 197
2017
Q2 		$3.92M Sell
100,098
-2,482
-2% -$98.2K 0.07% 187
2017
Q1 		$4.08M Sell
102,580
-2,050
-2% -$80.5K 0.08% 187
2016
Q4 		$4.49M Sell
104,630
-5,663
-5% -$225K 0.09% 190
2016
Q3 		$4.29M Buy
110,293
+1,370
+1% +$54.3K 0.08% 185
2016
Q2 		$4.01M Buy
108,923
+25,550
+31% +$912K 0.08% 187
2016
Q1 		$2.8M Buy
83,373
+21,548
+35% +$664K 0.06% 192
2015
Q4 		$1.76M Sell
61,825
-260
-0.4% -$8.11K 0.04% 194
2015
Q3 		$1.95M Buy
62,085
+1,470
+2% +$48.5K 0.05% 185
2015
Q2 		$2.18M Buy
60,615
+200
+0.3% +$7.07K 0.05% 186
2015
Q1 		$2.22M Buy
60,415
+24,905
+70% +$934K 0.05% 187
2014
Q4 		$1.4M Buy
35,510
+5,090
+17% +$202K 0.03% 192
2014
Q3 		$1.12M Buy
30,420
+6,890
+29% +$264K 0.03% 199
2014
Q2 		$891K Buy
23,530
+9,335
+66% +$342K 0.02% 201
2014
Q1 		$509K Buy
14,195
+1,755
+14% +$65.3K 0.01% 198
2013
Q4 		$476K Buy
12,440
+1,970
+19% +$75.3K 0.01% 195
2013
Q3 		$385K Buy
10,470
+1,150
+12% +$40.7K 0.01% 195
2013
Q2 		$342K Buy
+9,320
New +$334K 0.01% 190

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GW&K Investment Management's FORR Position: Q2 2023 in Review

GW&K Investment Management sold out of Forrester Research (FORR) in Q2 2023, closing a stake of 114,265 shares — an estimated $3.7M sold.

GW&K Investment Management first reported a position in FORR in Q2 2013 and held it in 40 quarters. The position peaked at $7.14M in Q4 2021. 105 funds tracked by Wall St. Rank hold FORR as of Q2 2023.

  • GW&K Investment Management reported no remaining Forrester Research position as of Q2 2023 after selling out during the quarter.
  • GW&K Investment Management sold 114,265 Forrester Research shares in Q2 2023, an estimated $3.7M.
  • GW&K Investment Management first reported a position in Forrester Research in Q2 2013 and held it in 40 quarters.
  • GW&K Investment Management's Forrester Research position peaked at $7.14M in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Forrester Research as of Q2 2023.

Based on GW&K Investment Management's 13F filing for Q2 2023, filed 9 Aug 2023.