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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 $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Summit Global Investments's FORR Position: Q2 2023 in Review

Summit Global Investments sold out of Forrester Research (FORR) in Q2 2023, closing a stake of 11,100 shares — an estimated $359K sold.

Summit Global Investments first reported a position in FORR in Q2 2018 and held it in 8 quarters. The position peaked at $748K in Q3 2018. 105 funds tracked by Wall St. Rank hold FORR as of Q2 2023.

  • Summit Global Investments reported no remaining Forrester Research position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 11,100 Forrester Research shares in Q2 2023, an estimated $359K.
  • Summit Global Investments first reported a position in Forrester Research in Q2 2018 and held it in 8 quarters.
  • Summit Global Investments's Forrester Research position peaked at $748K in Q3 2018.
  • 105 funds tracked by Wall St. Rank held Forrester Research as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.