LIA
FORR icon

LS Investment Advisors’s Forrester Research FORR Stock Holding History

LS Investment Advisors’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
2020
Q3 		– Sell
-276
Closed -$9K – 1029
2020
Q2 		$9K Hold
276
– – ﹤0.01% 1536
2020
Q1 		$8K Hold
276
– – ﹤0.01% 1577
2019
Q4 		$12K Sell
276
-957
-78% -$35.7K ﹤0.01% 1628
2019
Q3 		$40K Hold
1,233
– – ﹤0.01% 1356
2019
Q2 		$58K Hold
1,233
– – ﹤0.01% 1260
2019
Q1 		$60K Buy
1,233
+59
+5% +$2.75K ﹤0.01% 1251
2018
Q4 		$52K Buy
1,174
+898
+325% +$38.3K ﹤0.01% 1259
2018
Q3 		$13K Hold
276
– – ﹤0.01% 1672
2018
Q2 		$12K Hold
276
– – ﹤0.01% 1677
2018
Q1 		$11K Hold
276
– – ﹤0.01% 1680
2017
Q4 		$12K Sell
276
-1,533
-85% -$68.8K ﹤0.01% 1670
2017
Q3 		$76K Buy
1,809
+432
+31% +$17.4K ﹤0.01% 1227
2017
Q2 		$54K Hold
1,377
– – ﹤0.01% 1320
2017
Q1 		$55K Buy
1,377
+1,020
+286% +$40.1K ﹤0.01% 1302
2016
Q4 		$15K Hold
357
– – ﹤0.01% 1622
2016
Q3 		$14K Hold
357
– – ﹤0.01% 1600
2016
Q2 		$13K Hold
357
– – ﹤0.01% 1607
2016
Q1 		$12K Hold
357
– – ﹤0.01% 1592
2015
Q4 		$10K Hold
357
– – ﹤0.01% 1654
2015
Q3 		$11K Hold
357
– – ﹤0.01% 1628
2015
Q2 		$13K Buy
+357
New +$12.6K ﹤0.01% 1621

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RA
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Renaissance Technologies
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ACH
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Dimensional Fund Advisors
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return