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Numeric Investors’s Forrester Research FORR Stock Holding History

Numeric Investors’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
2017
Q4 		$2.75M Sell
62,305
-3,300
-5% -$148K 0.02% 553
2017
Q3 		$2.75M Buy
65,605
+17,496
+36% +$705K 0.02% 533
2017
Q2 		$1.88M Buy
48,109
+11,000
+30% +$435K 0.02% 525
2017
Q1 		$1.48M Buy
37,109
+16,400
+79% +$644K 0.01% 557
2016
Q4 		$889K Buy
20,709
+10,109
+95% +$402K 0.01% 690
2016
Q3 		$412K Buy
+10,600
New +$420K ﹤0.01% 840

Other funds holding FORR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Numeric Investors's FORR Position: Q4 2017 in Review

Numeric Investors reduced its Forrester Research (FORR) stake by 5% in Q4 2017, selling an estimated $148K and leaving 62,305 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #553.

Numeric Investors first reported a position in FORR in Q3 2016 and has held it in 6 quarters since. 120 funds tracked by Wall St. Rank hold FORR as of Q4 2017.

  • Numeric Investors held 62,305 shares of Forrester Research worth $2.75M as of Q4 2017.
  • Numeric Investors sold 3,300 Forrester Research shares in Q4 2017, an estimated $148K.
  • Forrester Research made up 0.02% of Numeric Investors's portfolio in Q4 2017, its #553 holding.
  • Numeric Investors first reported a position in Forrester Research in Q3 2016 and has held it in 6 quarters since.
  • 120 funds tracked by Wall St. Rank held Forrester Research as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.