Hillsdale Investment Management’s Forrester Research FORR Stock Holding History

Hillsdale 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 Q1	–	Sell	-85,000	Closed	-$3.04M	–	598
2022 Q4	$3.04M	Sell	85,000 -14,700	-15%	-$538K	0.26%	138
2022 Q3	$3.59M	Sell	99,700 -2,000	-2%	-$85.9K	0.32%	124
2022 Q2	$4.87M	Sell	101,700 -1,000	-1%	-$51.8K	0.39%	84
2022 Q1	$5.79M	Sell	102,700 -800	-0.8%	-$43.1K	0.37%	77
2021 Q4	$6.08M	Buy	+103,500	New	+$5.75M	0.41%	69
2019 Q3	–	Sell	-13,000	Closed	-$611K	–	638
2019 Q2	$611K	Sell	13,000 -29,400	-69%	-$1.42M	0.06%	291
2019 Q1	$2.05M	Buy	+42,400	New	+$1.98M	0.19%	107

Other funds holding FORR

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hillsdale Investment Management's FORR Position: Q1 2023 in Review

Hillsdale Investment Management sold out of Forrester Research (FORR) in Q1 2023, closing a stake of 85,000 shares — an estimated $3.04M sold.

Hillsdale Investment Management first reported a position in FORR in Q1 2019 and held it in 7 quarters. The position peaked at $6.08M in Q4 2021. 121 funds tracked by Wall St. Rank hold FORR as of Q1 2023.

Hillsdale Investment Management reported no remaining Forrester Research position as of Q1 2023 after selling out during the quarter.
Hillsdale Investment Management sold 85,000 Forrester Research shares in Q1 2023, an estimated $3.04M.
Hillsdale Investment Management first reported a position in Forrester Research in Q1 2019 and held it in 7 quarters.
Hillsdale Investment Management's Forrester Research position peaked at $6.08M in Q4 2021.
121 funds tracked by Wall St. Rank held Forrester Research as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.