PP
FORR icon

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

Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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 $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Paloma Partners's FORR Position: Q2 2024 in Review

Paloma Partners sold out of Forrester Research (FORR) in Q2 2024, closing a stake of 10,276 shares — an estimated $222K sold.

Paloma Partners first reported a position in FORR in Q4 2013 and held it in 5 quarters. The position peaked at $661K in Q1 2014. 107 funds tracked by Wall St. Rank hold FORR as of Q2 2024.

  • Paloma Partners reported no remaining Forrester Research position as of Q2 2024 after selling out during the quarter.
  • Paloma Partners sold 10,276 Forrester Research shares in Q2 2024, an estimated $222K.
  • Paloma Partners first reported a position in Forrester Research in Q4 2013 and held it in 5 quarters.
  • Paloma Partners's Forrester Research position peaked at $661K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held Forrester Research as of Q2 2024.

Based on Paloma Partners's 13F filing for Q2 2024, filed 14 Aug 2024.