Jacobs Levy Equity Management’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
25,872
+9,742
| +60% | +$96.4K | ﹤0.01% | 959 |
|
|
2025
Q1 | $149K | Buy |
+16,130
| New | +$149K | ﹤0.01% | 1036 |
|
|
2024
Q1 | – | Sell |
-12,267
| Closed | -$329K | – | 979 |
|
|
2023
Q4 | $329K | Buy |
12,267
+5,049
| +70% | +$135K | ﹤0.01% | 880 |
|
|
2023
Q3 | $209K | Buy |
+7,218
| New | +$209K | ﹤0.01% | 924 |
|
|
2023
Q2 | – | Sell |
-14,251
| Closed | -$461K | – | 1006 |
|
|
2023
Q1 | $461K | Sell |
14,251
-27,908
| -66% | -$903K | ﹤0.01% | 812 |
|
|
2022
Q4 | $1.51M | Buy |
42,159
+2,529
| +6% | +$90.4K | 0.01% | 608 |
|
|
2022
Q3 | $1.43M | Buy |
39,630
+463
| +1% | +$16.7K | 0.01% | 633 |
|
|
2022
Q2 | $1.87M | Buy |
39,167
+10,293
| +36% | +$492K | 0.01% | 615 |
|
|
2022
Q1 | $1.63M | Buy |
28,874
+270
| +0.9% | +$15.2K | 0.01% | 664 |
|
|
2021
Q4 | $1.68M | Sell |
28,604
-5,854
| -17% | -$344K | 0.01% | 652 |
|
|
2021
Q3 | $1.7M | Buy |
+34,458
| New | +$1.7M | 0.01% | 642 |
|
|
2020
Q2 | – | Sell |
-33,968
| Closed | -$993K | – | 1076 |
|
|
2020
Q1 | $993K | Sell |
33,968
-33,879
| -50% | -$990K | 0.01% | 619 |
|
|
2019
Q4 | $2.83M | Buy |
67,847
+8,961
| +15% | +$374K | 0.03% | 481 |
|
|
2019
Q3 | $1.89M | Buy |
58,886
+18,155
| +45% | +$584K | 0.02% | 523 |
|
|
2019
Q2 | $1.92M | Buy |
+40,731
| New | +$1.92M | 0.03% | 530 |
|