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

Other funds holding FORR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

LS Investment Advisors's FORR Position: Q3 2020 in Review

LS Investment Advisors sold out of Forrester Research (FORR) in Q3 2020, closing a stake of 276 shares — an estimated $9K sold.

LS Investment Advisors first reported a position in FORR in Q2 2015 and held it in 21 quarters. The position peaked at $76K in Q3 2017. 96 funds tracked by Wall St. Rank hold FORR as of Q3 2020.

LS Investment Advisors reported no remaining Forrester Research position as of Q3 2020 after selling out during the quarter.
LS Investment Advisors sold 276 Forrester Research shares in Q3 2020, an estimated $9K.
LS Investment Advisors first reported a position in Forrester Research in Q2 2015 and held it in 21 quarters.
LS Investment Advisors's Forrester Research position peaked at $76K in Q3 2017.
96 funds tracked by Wall St. Rank held Forrester Research as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.