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Mutual of America Capital Management’s Forrester Research FORR Stock Holding History

Mutual of America Capital Management’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
Q4 		– Sell
-2,227
Closed -$80K – 1502
2022
Q3 		$80K Buy
2,227
+388
+21% +$16.7K ﹤0.01% 1562
2022
Q2 		$88K Buy
1,839
+238
+15% +$12.3K ﹤0.01% 1525
2022
Q1 		$90K Buy
1,601
+81
+5% +$4.37K ﹤0.01% 1543
2021
Q4 		$89K Buy
1,520
+38
+3% +$2.11K ﹤0.01% 1555
2021
Q3 		$73K Sell
1,482
-94
-6% -$4.41K ﹤0.01% 1584
2021
Q2 		$72K Buy
1,576
+108
+7% +$4.66K ﹤0.01% 1613
2021
Q1 		$62K Buy
1,468
+94
+7% +$4.08K ﹤0.01% 1619
2020
Q4 		$58K Buy
1,374
+46
+3% +$1.84K ﹤0.01% 1582
2020
Q3 		$44K Buy
1,328
+810
+156% +$27.7K ﹤0.01% 1565
2020
Q2 		$17K Buy
518
+56
+12% +$1.78K ﹤0.01% 1577
2020
Q1 		$14K Buy
462
+82
+22% +$3.12K ﹤0.01% 1550
2019
Q4 		$16K Sell
380
-13
-3% -$485 ﹤0.01% 1597
2019
Q3 		$13K Buy
393
+24
+7% +$950 ﹤0.01% 1627
2019
Q2 		$17K Buy
369
+78
+27% +$3.76K ﹤0.01% 1588
2019
Q1 		$14K Buy
291
+36
+14% +$1.68K ﹤0.01% 1591
2018
Q4 		$11K Buy
255
+63
+33% +$2.69K ﹤0.01% 1591
2018
Q3 		$9K Buy
192
+156
+433% +$7.17K ﹤0.01% 1640
2018
Q2 		$2K Buy
+36
New +$1.54K ﹤0.01% 1602

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mutual of America Capital Management's FORR Position: Q4 2022 in Review

Mutual of America Capital Management sold out of Forrester Research (FORR) in Q4 2022, closing a stake of 2,227 shares — an estimated $80K sold.

Mutual of America Capital Management first reported a position in FORR in Q2 2018 and held it in 18 quarters. The position peaked at $90K in Q1 2022. 129 funds tracked by Wall St. Rank hold FORR as of Q4 2022.

  • Mutual of America Capital Management reported no remaining Forrester Research position as of Q4 2022 after selling out during the quarter.
  • Mutual of America Capital Management sold 2,227 Forrester Research shares in Q4 2022, an estimated $80K.
  • Mutual of America Capital Management first reported a position in Forrester Research in Q2 2018 and held it in 18 quarters.
  • Mutual of America Capital Management's Forrester Research position peaked at $90K in Q1 2022.
  • 129 funds tracked by Wall St. Rank held Forrester Research as of Q4 2022.

Based on Mutual of America Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.