SGI
FORR icon

Summit Global Investments’s Forrester Research FORR Stock Holding History

Summit Global Investments’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
2023
Q2 		– Sell
-11,100
Closed -$359K – 571
2023
Q1 		$359K Sell
11,100
-2,500
-18% -$86.6K 0.03% 396
2022
Q4 		$486K Buy
13,600
+100
+0.7% +$3.66K 0.04% 314
2022
Q3 		$486K Buy
13,500
+400
+3% +$17.2K 0.04% 315
2022
Q2 		$627K Buy
13,100
+3,800
+41% +$197K 0.06% 287
2022
Q1 		$525K Buy
+9,300
New +$501K 0.04% 323
2019
Q1 		– Sell
-15,900
Closed -$711K – 291
2018
Q4 		$711K Sell
15,900
-400
-2% -$17.1K 0.11% 135
2018
Q3 		$748K Buy
16,300
+1,200
+8% +$55.2K 0.1% 187
2018
Q2 		$633K Buy
+15,100
New +$647K 0.1% 221

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return