Trust Company of Vermont’s Forrester Research FORR Stock Holding History

Trust Company of Vermont’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
2020 Q2	–	Sell	-330	Closed	-$10K	–	793
2020 Q1	$10K	Hold	330	–	–	﹤0.01%	654
2019 Q4	$14K	Hold	330	–	–	﹤0.01%	662
2019 Q3	$11K	Hold	330	–	–	﹤0.01%	731
2019 Q2	$16K	Hold	330	–	–	﹤0.01%	668
2019 Q1	$16K	Hold	330	–	–	﹤0.01%	642
2018 Q4	$15K	Hold	330	–	–	﹤0.01%	665
2018 Q3	$15K	Hold	330	–	–	﹤0.01%	736
2018 Q2	$14K	Hold	330	–	–	﹤0.01%	755
2018 Q1	$14K	Hold	330	–	–	﹤0.01%	697
2017 Q4	$15K	Hold	330	–	–	﹤0.01%	697
2017 Q3	$14K	Hold	330	–	–	﹤0.01%	685
2017 Q2	$13K	Hold	330	–	–	﹤0.01%	700
2017 Q1	$13K	Hold	330	–	–	﹤0.01%	670
2016 Q4	$14K	Hold	330	–	–	﹤0.01%	659
2016 Q3	$13K	Hold	330	–	–	﹤0.01%	626
2016 Q2	$12K	Hold	330	–	–	﹤0.01%	583
2016 Q1	$11K	Hold	330	–	–	﹤0.01%	585
2015 Q4	$9K	Hold	330	–	–	﹤0.01%	636
2015 Q3	$10K	Hold	330	–	–	﹤0.01%	623
2015 Q2	$12K	Hold	330	–	–	﹤0.01%	619
2015 Q1	$12K	Hold	330	–	–	﹤0.01%	608
2014 Q4	$13K	Hold	330	–	–	﹤0.01%	609
2014 Q3	$12K	Hold	330	–	–	﹤0.01%	615
2014 Q2	$13K	Hold	330	–	–	﹤0.01%	594
2014 Q1	$12K	Hold	330	–	–	﹤0.01%	592
2013 Q4	$13K	Hold	330	–	–	﹤0.01%	557
2013 Q3	$12K	Hold	330	–	–	﹤0.01%	553
2013 Q2	$12K	Buy	+330	New	+$11.8K	﹤0.01%	545

Other funds holding FORR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Trust Company of Vermont's FORR Position: Q2 2020 in Review

Trust Company of Vermont sold out of Forrester Research (FORR) in Q2 2020, closing a stake of 330 shares — an estimated $10K sold.

Trust Company of Vermont first reported a position in FORR in Q2 2013 and held it in 28 quarters. The position peaked at $16K in Q2 2019. 100 funds tracked by Wall St. Rank hold FORR as of Q2 2020.

Trust Company of Vermont reported no remaining Forrester Research position as of Q2 2020 after selling out during the quarter.
Trust Company of Vermont sold 330 Forrester Research shares in Q2 2020, an estimated $10K.
Trust Company of Vermont first reported a position in Forrester Research in Q2 2013 and held it in 28 quarters.
Trust Company of Vermont's Forrester Research position peaked at $16K in Q2 2019.
100 funds tracked by Wall St. Rank held Forrester Research as of Q2 2020.

Based on Trust Company of Vermont's 13F filing for Q2 2020, filed 17 Jul 2020.