Private Ocean’s Forrester Research FORR Stock Holding History

Private Ocean’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
2020 Q2	–	Sell	-1,259	Closed	-$36K	–	517
2020 Q1	$36K	Hold	1,259	–	–	0.01%	248
2019 Q4	$53K	Hold	1,259	–	–	0.01%	230
2019 Q3	$41K	Hold	1,259	–	–	0.01%	253
2019 Q2	$59K	Hold	1,259	–	–	0.02%	187
2019 Q1	$61K	Buy	+1,259	New	+$58.7K	0.02%	180

Other funds holding FORR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Private Ocean's FORR Position: Q2 2020 in Review

Private Ocean sold out of Forrester Research (FORR) in Q2 2020, closing a stake of 1,259 shares — an estimated $36K sold.

Private Ocean first reported a position in FORR in Q1 2019 and held it in 5 quarters. The position peaked at $61K in Q1 2019. 100 funds tracked by Wall St. Rank hold FORR as of Q2 2020.

Private Ocean reported no remaining Forrester Research position as of Q2 2020 after selling out during the quarter.
Private Ocean sold 1,259 Forrester Research shares in Q2 2020, an estimated $36K.
Private Ocean first reported a position in Forrester Research in Q1 2019 and held it in 5 quarters.
Private Ocean's Forrester Research position peaked at $61K in Q1 2019.
100 funds tracked by Wall St. Rank held Forrester Research as of Q2 2020.

Based on Private Ocean's 13F filing for Q2 2020, filed 24 Jul 2020.