New York Life Investment Management’s Forrester Research FORR Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-10,758	Closed	-$288K	–	1404
2023 Q4	$288K	Sell	10,758 -248	-2%	-$6.46K	﹤0.01%	1232
2023 Q3	$318K	Sell	11,006 -1,734	-14%	-$53.4K	﹤0.01%	1098
2023 Q2	$371K	Sell	12,740 -1,850	-13%	-$55K	﹤0.01%	1107
2023 Q1	$472K	Buy	14,590 +4,539	+45%	+$157K	0.01%	1054
2022 Q4	$359K	Buy	10,051 +1,130	+13%	+$41.3K	﹤0.01%	1085
2022 Q3	$321K	Buy	8,921 +656	+8%	+$28.2K	﹤0.01%	1074
2022 Q2	$395K	Buy	+8,265	New	+$428K	﹤0.01%	979

Other funds holding FORR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

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

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

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

KLC

Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

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

New York Life Investment Management's FORR Position: Q1 2024 in Review

New York Life Investment Management sold out of Forrester Research (FORR) in Q1 2024, closing a stake of 10,758 shares — an estimated $288K sold.

New York Life Investment Management first reported a position in FORR in Q2 2022 and held it in 7 quarters. The position peaked at $472K in Q1 2023. 108 funds tracked by Wall St. Rank hold FORR as of Q1 2024.

New York Life Investment Management reported no remaining Forrester Research position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 10,758 Forrester Research shares in Q1 2024, an estimated $288K.
New York Life Investment Management first reported a position in Forrester Research in Q2 2022 and held it in 7 quarters.
New York Life Investment Management's Forrester Research position peaked at $472K in Q1 2023.
108 funds tracked by Wall St. Rank held Forrester Research as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.