Jefferies Group’s Forrester Research FORR Stock Holding History

Jefferies Group’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
2021 Q3	–	Sell	-27,300	Closed	-$1.25M	–	1816
2021 Q2	$1.25M	Buy	+27,300	New	+$1.18M	0.01%	911
2018 Q1	–	Sell	-4,936	Closed	-$218K	–	2392
2017 Q4	$218K	Sell	4,936 -2,198	-31%	-$98.6K	﹤0.01%	2172
2017 Q3	$299K	Sell	7,134 -3,351	-32%	-$135K	﹤0.01%	1881
2017 Q2	$410K	Buy	+10,485	New	+$415K	﹤0.01%	1698

Other funds holding FORR

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

Royce & Associates New York $10.1B AUM 42.88% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jefferies Group's FORR Position: Q3 2021 in Review

Jefferies Group sold out of Forrester Research (FORR) in Q3 2021, closing a stake of 27,300 shares — an estimated $1.25M sold.

Jefferies Group first reported a position in FORR in Q2 2017 and held it in 4 quarters. The position peaked at $1.25M in Q2 2021. 122 funds tracked by Wall St. Rank hold FORR as of Q3 2021.

Jefferies Group reported no remaining Forrester Research position as of Q3 2021 after selling out during the quarter.
Jefferies Group sold 27,300 Forrester Research shares in Q3 2021, an estimated $1.25M.
Jefferies Group first reported a position in Forrester Research in Q2 2017 and held it in 4 quarters.
Jefferies Group's Forrester Research position peaked at $1.25M in Q2 2021.
122 funds tracked by Wall St. Rank held Forrester Research as of Q3 2021.

Based on Jefferies Group's 13F filing for Q3 2021, filed 15 Nov 2021.