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Paloma Partners’s Forrester Research FORR Stock Holding History

Paloma Partners’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
Q2 		– Sell
-10,276
Closed -$222K – 1318
2024
Q1 		$222K Buy
+10,276
New +$233K 0.01% 584
2022
Q1 		– Sell
-4,115
Closed -$242K – 1922
2021
Q4 		$242K Buy
+4,115
New +$229K ﹤0.01% 1523
2019
Q3 		– Sell
-5,423
Closed -$255K – 2058
2019
Q2 		$255K Buy
+5,423
New +$261K ﹤0.01% 1393
2014
Q2 		– Sell
-18,432
Closed -$661K – 1137
2014
Q1 		$661K Buy
18,432
+5,593
+44% +$208K 0.04% 307
2013
Q4 		$492K Buy
+12,839
New +$490K 0.02% 593

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return