Sun Life Financial’s Forrester Research FORR Stock Holding History

Sun Life Financial’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
2019 Q4	–	Sell	-9,162	Closed	-$294K	–	504
2019 Q3	$294K	Buy	9,162 +52	+0.6%	+$2.06K	0.08%	152
2019 Q2	$428K	Hold	9,110	–	–	0.11%	123
2019 Q1	$440K	Buy	9,110 +49	+0.5%	+$2.28K	0.1%	118
2018 Q4	$405K	Buy	9,061 +46	+0.5%	+$1.96K	0.09%	119
2018 Q3	$414K	Buy	9,015 +56	+0.6%	+$2.57K	0.08%	149
2018 Q2	$376K	Buy	+8,959	New	+$384K	0.05%	148

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Sun Life Financial's FORR Position: Q4 2019 in Review

Sun Life Financial sold out of Forrester Research (FORR) in Q4 2019, closing a stake of 9,162 shares — an estimated $294K sold.

Sun Life Financial first reported a position in FORR in Q2 2018 and held it in 6 quarters. The position peaked at $440K in Q1 2019. 116 funds tracked by Wall St. Rank hold FORR as of Q4 2019.

Sun Life Financial reported no remaining Forrester Research position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 9,162 Forrester Research shares in Q4 2019, an estimated $294K.
Sun Life Financial first reported a position in Forrester Research in Q2 2018 and held it in 6 quarters.
Sun Life Financial's Forrester Research position peaked at $440K in Q1 2019.
116 funds tracked by Wall St. Rank held Forrester Research as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.