NSIM
FORA

North Star Investment Management’s Forian FORA Stock Holding History

North Star Investment Management’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,800
Closed -$3.89K – 1237
2024
Q3 		$3.89K Hold
1,800
– – ﹤0.01% 1007
2024
Q2 		$4.77K Hold
1,800
– – ﹤0.01% 938
2024
Q1 		$5.98K Hold
1,800
– – ﹤0.01% 951
2023
Q4 		$5.26K Sell
1,800
-22
-1% -$57 ﹤0.01% 936
2023
Q3 		$4.06K Hold
1,822
– – ﹤0.01% 981
2023
Q2 		$4.46K Hold
1,822
– – ﹤0.01% 990
2023
Q1 		$6.94K Buy
1,822
+822
+82% +$2.86K ﹤0.01% 935
2022
Q4 		$2.73K Hold
1,000
– – ﹤0.01% 1041
2022
Q3 		$3K Hold
1,000
– – ﹤0.01% 994
2022
Q2 		$4K Hold
1,000
– – ﹤0.01% 967
2022
Q1 		$7K Hold
1,000
– – ﹤0.01% 931
2021
Q4 		$9K Hold
1,000
– – ﹤0.01% 919
2021
Q3 		$10K Hold
1,000
– – ﹤0.01% 866
2021
Q2 		$13K Buy
+1,000
New +$11.4K ﹤0.01% 807

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return

North Star Investment Management's FORA Position: Q4 2024 in Review

North Star Investment Management sold out of Forian (FORA) in Q4 2024, closing a stake of 1,800 shares — an estimated $3.89K sold.

North Star Investment Management first reported a position in FORA in Q2 2021 and held it in 14 quarters. The position peaked at $13K in Q2 2021. 33 funds tracked by Wall St. Rank hold FORA as of Q4 2024.

  • North Star Investment Management reported no remaining Forian position as of Q4 2024 after selling out during the quarter.
  • North Star Investment Management sold 1,800 Forian shares in Q4 2024, an estimated $3.89K.
  • North Star Investment Management first reported a position in Forian in Q2 2021 and held it in 14 quarters.
  • North Star Investment Management's Forian position peaked at $13K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Forian as of Q4 2024.

Based on North Star Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.