Thrivent Financial for Lutherans
FORR icon

Thrivent Financial for Lutherans’s Forrester Research FORR Stock Holding History

Thrivent Financial for Lutherans’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
2024
Q1 		– Sell
-10,286
Closed -$276K – 2545
2023
Q4 		$276K Sell
10,286
-7,537
-42% -$196K ﹤0.01% 2381
2023
Q3 		$515K Sell
17,823
-16,375
-48% -$504K ﹤0.01% 2121
2023
Q2 		$994K Sell
34,198
-2,761
-7% -$82.1K ﹤0.01% 1806
2023
Q1 		$1.2M Buy
36,959
+371
+1% +$12.8K ﹤0.01% 1668
2022
Q4 		$1.31M Sell
36,588
-30,157
-45% -$1.1M ﹤0.01% 1557
2022
Q3 		$2.4M Sell
66,745
-4,000
-6% -$172K 0.01% 1111
2022
Q2 		$3.38M Sell
70,745
-23,408
-25% -$1.21M 0.01% 959
2022
Q1 		$5.31M Sell
94,153
-8,010
-8% -$432K 0.01% 866
2021
Q4 		$6M Sell
102,163
-40,620
-28% -$2.26M 0.01% 835
2021
Q3 		$7.03M Sell
142,783
-35,191
-20% -$1.65M 0.01% 779
2021
Q2 		$8.15M Sell
177,974
-3,313
-2% -$143K 0.02% 747
2021
Q1 		$7.7M Sell
181,287
-15,434
-8% -$670K 0.02% 759
2020
Q4 		$8.24M Sell
196,721
-2,228
-1% -$89K 0.02% 702
2020
Q3 		$6.52M Sell
198,949
-27,564
-12% -$943K 0.02% 715
2020
Q2 		$7.26M Sell
226,513
-2,777
-1% -$88.1K 0.02% 626
2020
Q1 		$6.7M Buy
229,290
+3,054
+1% +$116K 0.02% 589
2019
Q4 		$9.43M Buy
226,236
+39,573
+21% +$1.48M 0.03% 580
2019
Q3 		$6M Buy
186,663
+40,134
+27% +$1.59M 0.02% 641
2019
Q2 		$6.89M Buy
146,529
+22,569
+18% +$1.09M 0.02% 614
2019
Q1 		$5.99M Buy
123,960
+29,958
+32% +$1.4M 0.02% 630
2018
Q4 		$4.2M Buy
94,002
+13
+0% +$554 0.02% 649
2018
Q3 		$4.31M Sell
93,989
-1,567
-2% -$72K 0.01% 687
2018
Q2 		$4.01M Buy
95,556
+4,253
+5% +$182K 0.01% 707
2018
Q1 		$3.79M Sell
91,303
-20,144
-18% -$859K 0.01% 721
2017
Q4 		$4.93M Buy
111,447
+8,915
+9% +$400K 0.02% 646
2017
Q3 		$4.29M Buy
102,532
+91,098
+797% +$3.67M 0.02% 652
2017
Q2 		$448K Buy
11,434
+5,784
+102% +$229K ﹤0.01% 1565
2017
Q1 		$225K Sell
5,650
-11,790
-68% -$463K ﹤0.01% 1813
2016
Q4 		$749K Buy
+17,440
New +$694K ﹤0.01% 1298

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans's FORR Position: Q1 2024 in Review

Thrivent Financial for Lutherans sold out of Forrester Research (FORR) in Q1 2024, closing a stake of 10,286 shares — an estimated $276K sold.

Thrivent Financial for Lutherans first reported a position in FORR in Q4 2016 and held it in 29 quarters. The position peaked at $9.43M in Q4 2019. 108 funds tracked by Wall St. Rank hold FORR as of Q1 2024.

  • Thrivent Financial for Lutherans reported no remaining Forrester Research position as of Q1 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 10,286 Forrester Research shares in Q1 2024, an estimated $276K.
  • Thrivent Financial for Lutherans first reported a position in Forrester Research in Q4 2016 and held it in 29 quarters.
  • Thrivent Financial for Lutherans's Forrester Research position peaked at $9.43M in Q4 2019.
  • 108 funds tracked by Wall St. Rank held Forrester Research as of Q1 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2024, filed 14 May 2024.