IE
FORA

Israel Englander’s Forian FORA Stock Holding History

Israel Englander’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,213
Closed -$50.5K – 6092
2024
Q1 		$50.5K Buy
15,213
+1,272
+9% +$3.69K ﹤0.01% 5684
2023
Q4 		$40.8K Sell
13,941
-47,825
-77% -$123K ﹤0.01% 5514
2023
Q3 		$141K Buy
61,766
+4,975
+9% +$12.4K ﹤0.01% 5237
2023
Q2 		$139K Sell
56,791
-8,717
-13% -$23.2K ﹤0.01% 5245
2023
Q1 		$250K Sell
65,508
-9,620
-13% -$33.5K ﹤0.01% 5040
2022
Q4 		$205K Sell
75,128
-21,115
-22% -$64.5K ﹤0.01% 5322
2022
Q3 		$322K Sell
96,243
-96,447
-50% -$425K ﹤0.01% 5305
2022
Q2 		$846K Buy
+192,690
New +$742K ﹤0.01% 4526
2021
Q2 		– Sell
-158,992
Closed -$1.61M – 6697
2021
Q1 		$1.61M Buy
+158,992
New +$2.03M ﹤0.01% 3742

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return

Israel Englander's FORA Position: Q2 2024 in Review

Israel Englander sold out of Forian (FORA) in Q2 2024, closing a stake of 15,213 shares — an estimated $50.5K sold.

Israel Englander first reported a position in FORA in Q1 2021 and held it in 9 quarters. The position peaked at $1.61M in Q1 2021. 30 funds tracked by Wall St. Rank hold FORA as of Q2 2024.

  • Israel Englander reported no remaining Forian position as of Q2 2024 after selling out during the quarter.
  • Israel Englander sold 15,213 Forian shares in Q2 2024, an estimated $50.5K.
  • Israel Englander first reported a position in Forian in Q1 2021 and held it in 9 quarters.
  • Israel Englander's Forian position peaked at $1.61M in Q1 2021.
  • 30 funds tracked by Wall St. Rank held Forian as of Q2 2024.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.