Mackenzie Financial
FORR icon

Mackenzie Financial’s Forrester Research FORR Stock Holding History

Mackenzie Financial’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
2023
Q1 		– Sell
-6,304
Closed -$225K – 1554
2022
Q4 		$225K Buy
+6,304
New +$231K ﹤0.01% 1198

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Geode Capital Management
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Assenagon Asset Management
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mackenzie Financial's FORR Position: Q1 2023 in Review

Mackenzie Financial sold out of Forrester Research (FORR) in Q1 2023, closing a stake of 6,304 shares — an estimated $225K sold.

Mackenzie Financial first reported a position in FORR in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 121 funds tracked by Wall St. Rank hold FORR as of Q1 2023.

  • Mackenzie Financial reported no remaining Forrester Research position as of Q1 2023 after selling out during the quarter.
  • Mackenzie Financial sold 6,304 Forrester Research shares in Q1 2023, an estimated $225K.
  • Mackenzie Financial first reported a position in Forrester Research in Q4 2022 and held it in 1 quarter.
  • Mackenzie Financial's Forrester Research position peaked at $225K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Forrester Research as of Q1 2023.

Based on Mackenzie Financial's 13F filing for Q1 2023, filed 24 Apr 2023.