Macquarie Group

Macquarie Group’s Forrester Research FORR Stock Holding History

Macquarie 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
2022 Q3	–	Sell	-516	Closed	-$22.2K	–	2214
2022 Q2	$25K	Hold	516	–	–	﹤0.01%	2240
2022 Q1	$29	Hold	516	–	–	﹤0.01%	2302
2021 Q4	$30K	Hold	516	–	–	﹤0.01%	2300
2021 Q3	$25K	Hold	516	–	–	﹤0.01%	2405
2021 Q2	$24K	Hold	516	–	–	﹤0.01%	2326
2021 Q1	$22K	Sell	516 -244	-32%	-$10.6K	﹤0.01%	2255
2020 Q4	$32K	Hold	760	–	–	﹤0.01%	2135
2020 Q3	$25K	Hold	760	–	–	﹤0.01%	2119
2020 Q2	$24K	Sell	760 -240	-24%	-$7.62K	﹤0.01%	2129
2020 Q1	$29K	Hold	1,000	–	–	﹤0.01%	1891
2019 Q4	$42K	Hold	1,000	–	–	﹤0.01%	1858
2019 Q3	$32K	Sell	1,000 -4,300	-81%	-$170K	﹤0.01%	1837
2019 Q2	$249K	Buy	+5,300	New	+$255K	﹤0.01%	1541
2018 Q3	–	Sell	-368	Closed	-$15K	–	2191
2018 Q2	$15K	Sell	368 -732	-67%	-$31.4K	﹤0.01%	2098
2018 Q1	$46K	Buy	+1,100	New	+$46.9K	﹤0.01%	1996

Other funds holding FORR

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return