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Mason Street Advisors’s Forrester Research FORR Stock Holding History

Mason Street 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
Q4 		– Sell
-4,111
Closed -$164K – 1430
2020
Q3 		$135K Buy
+4,111
New +$141K ﹤0.01% 1416
2020
Q2 		– Sell
-3,697
Closed -$117K – 1422
2020
Q1 		$108K Hold
3,697
– – ﹤0.01% 1403
2019
Q4 		$154K Buy
+3,697
New +$138K ﹤0.01% 1431
2019
Q3 		– Sell
-3,446
Closed -$136K – 1461
2019
Q2 		$162K Buy
+3,446
New +$166K ﹤0.01% 1406
2019
Q1 		– Sell
-3,176
Closed -$148K – 1457
2018
Q4 		$142K Buy
3,176
+177
+6% +$7.55K ﹤0.01% 1400
2018
Q3 		$138K Buy
2,999
+143
+5% +$6.57K ﹤0.01% 1451
2018
Q2 		$120K Buy
2,856
+113
+4% +$4.84K ﹤0.01% 1469
2018
Q1 		$114K Buy
2,743
+172
+7% +$7.34K ﹤0.01% 1459
2017
Q4 		$114K Buy
2,571
+101
+4% +$4.53K ﹤0.01% 1446
2017
Q3 		$103K Buy
2,470
+64
+3% +$2.58K ﹤0.01% 1446
2017
Q2 		$94K Buy
2,406
+63
+3% +$2.49K ﹤0.01% 1455
2017
Q1 		$93K Buy
2,343
+153
+7% +$6.01K ﹤0.01% 1446
2016
Q4 		$94K Buy
2,190
+145
+7% +$5.77K ﹤0.01% 1437
2016
Q3 		$80K Buy
2,045
+93
+5% +$3.68K ﹤0.01% 1427
2016
Q2 		$72K Buy
1,952
+186
+11% +$6.64K ﹤0.01% 1423
2016
Q1 		$59K Buy
1,766
+165
+10% +$5.08K ﹤0.01% 1430
2015
Q4 		$46K Buy
1,601
+123
+8% +$3.83K ﹤0.01% 1457
2015
Q3 		$46K Sell
1,478
-16
-1% -$528 ﹤0.01% 1441
2015
Q2 		$54K Buy
1,494
+56
+4% +$1.98K ﹤0.01% 1437
2015
Q1 		$53K Buy
1,438
+33
+2% +$1.24K ﹤0.01% 1438
2014
Q4 		$55K Buy
1,405
+39
+3% +$1.55K ﹤0.01% 1823
2014
Q3 		$50K Sell
1,366
-148
-10% -$5.66K ﹤0.01% 1825
2014
Q2 		$57K Sell
1,514
-30
-2% -$1.1K ﹤0.01% 1795
2014
Q1 		$55K Sell
1,544
-461
-23% -$17.2K ﹤0.01% 1780
2013
Q4 		$77K Buy
2,005
+104
+5% +$3.97K ﹤0.01% 1760
2013
Q3 		$70K Buy
1,901
+52
+3% +$1.84K ﹤0.01% 1631
2013
Q2 		$68K Buy
+1,849
New +$66.3K ﹤0.01% 1544

Other funds holding FORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Mason Street Advisors's FORR Position: Q4 2020 in Review

Mason Street Advisors sold out of Forrester Research (FORR) in Q4 2020, closing a stake of 4,111 shares — an estimated $164K sold.

Mason Street Advisors first reported a position in FORR in Q2 2013 and held it in 27 quarters. The position peaked at $162K in Q2 2019. 104 funds tracked by Wall St. Rank hold FORR as of Q4 2020.

  • Mason Street Advisors reported no remaining Forrester Research position as of Q4 2020 after selling out during the quarter.
  • Mason Street Advisors sold 4,111 Forrester Research shares in Q4 2020, an estimated $164K.
  • Mason Street Advisors first reported a position in Forrester Research in Q2 2013 and held it in 27 quarters.
  • Mason Street Advisors's Forrester Research position peaked at $162K in Q2 2019.
  • 104 funds tracked by Wall St. Rank held Forrester Research as of Q4 2020.

Based on Mason Street Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.