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FORR icon

Inspire Investing’s Forrester Research FORR Stock Holding History

Inspire Investing’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
Q3 		– Sell
-10,779
Closed -$314K – 835
2023
Q2 		$314K Buy
10,779
+2,300
+27% +$68.4K 0.04% 627
2023
Q1 		$274K Buy
8,479
+1,880
+28% +$65.1K 0.03% 482
2022
Q4 		$236K Buy
6,599
+865
+15% +$31.6K 0.03% 480
2022
Q3 		$206K Buy
5,734
+1,274
+29% +$54.7K 0.03% 619
2022
Q2 		$213K Buy
4,460
+266
+6% +$13.8K 0.03% 413
2022
Q1 		$237K Sell
4,194
-66
-2% -$3.56K 0.03% 417
2021
Q4 		$250K Sell
4,260
-400
-9% -$22.2K 0.03% 448
2021
Q3 		$230K Buy
+4,660
New +$219K 0.03% 589

Other funds holding FORR

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Inspire Investing's FORR Position: Q3 2023 in Review

Inspire Investing sold out of Forrester Research (FORR) in Q3 2023, closing a stake of 10,779 shares — an estimated $314K sold.

Inspire Investing first reported a position in FORR in Q3 2021 and held it in 8 quarters. The position peaked at $314K in Q2 2023. 106 funds tracked by Wall St. Rank hold FORR as of Q3 2023.

  • Inspire Investing reported no remaining Forrester Research position as of Q3 2023 after selling out during the quarter.
  • Inspire Investing sold 10,779 Forrester Research shares in Q3 2023, an estimated $314K.
  • Inspire Investing first reported a position in Forrester Research in Q3 2021 and held it in 8 quarters.
  • Inspire Investing's Forrester Research position peaked at $314K in Q2 2023.
  • 106 funds tracked by Wall St. Rank held Forrester Research as of Q3 2023.

Based on Inspire Investing's 13F filing for Q3 2023, filed 26 Oct 2023.