SSA
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Sierra Summit Advisors’s Forestar Group FOR Stock Holding History

Sierra Summit Advisors’s Portfolio FOR Stock Details FOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,166
Closed -$549K – 145
2024
Q2 		$549K Buy
17,166
+370
+2% +$12.5K 0.14% 94
2024
Q1 		$675K Buy
+16,796
New +$570K 0.18% 62

Other funds holding FOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Sierra Summit Advisors's FOR Position: Q3 2024 in Review

Sierra Summit Advisors sold out of Forestar Group (FOR) in Q3 2024, closing a stake of 17,166 shares — an estimated $549K sold.

Sierra Summit Advisors first reported a position in FOR in Q1 2024 and held it in 2 quarters. The position peaked at $675K in Q1 2024. 171 funds tracked by Wall St. Rank hold FOR as of Q3 2024.

  • Sierra Summit Advisors reported no remaining Forestar Group position as of Q3 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 17,166 Forestar Group shares in Q3 2024, an estimated $549K.
  • Sierra Summit Advisors first reported a position in Forestar Group in Q1 2024 and held it in 2 quarters.
  • Sierra Summit Advisors's Forestar Group position peaked at $675K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held Forestar Group as of Q3 2024.

Based on Sierra Summit Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.