UBS AM
FORR icon

UBS AM’s Forrester Research FORR Stock Holding History

UBS AM’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
Q2 		– Sell
-10,525
Closed -$227K – 2832
2024
Q1 		$227K Hold
10,525
– – ﹤0.01% 2437
2023
Q4 		$282K Hold
10,525
– – ﹤0.01% 2432
2023
Q3 		$304K Buy
10,525
+3,213
+44% +$98.9K ﹤0.01% 2432
2023
Q2 		$237K Hold
7,312
– – ﹤0.01% 2534
2023
Q1 		$237K Buy
7,312
+1,536
+27% +$53.2K ﹤0.01% 2534
2022
Q4 		$207K Hold
5,776
– – ﹤0.01% 2436
2022
Q3 		$208K Sell
5,776
-6,461
-53% -$278K ﹤0.01% 2600
2022
Q2 		$585K Buy
12,237
+2,137
+21% +$111K ﹤0.01% 2245
2022
Q1 		$570K Hold
10,100
– – ﹤0.01% 2420
2021
Q4 		$593K Buy
10,100
+4,324
+75% +$240K ﹤0.01% 2485
2021
Q3 		$285K Hold
5,776
– – ﹤0.01% 2630
2021
Q2 		$265K Hold
5,776
– – ﹤0.01% 2666
2021
Q1 		$245K Buy
5,776
+773
+15% +$33.6K ﹤0.01% 2527
2020
Q4 		$210K Buy
+5,003
New +$200K ﹤0.01% 2491
2020
Q1 		– Sell
-5,512
Closed -$230K – 2488
2019
Q4 		$230K Buy
+5,512
New +$206K ﹤0.01% 2442

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM's FORR Position: Q2 2024 in Review

UBS AM sold out of Forrester Research (FORR) in Q2 2024, closing a stake of 10,525 shares — an estimated $227K sold.

UBS AM first reported a position in FORR in Q4 2019 and held it in 15 quarters. The position peaked at $593K in Q4 2021. 107 funds tracked by Wall St. Rank hold FORR as of Q2 2024.

  • UBS AM reported no remaining Forrester Research position as of Q2 2024 after selling out during the quarter.
  • UBS AM sold 10,525 Forrester Research shares in Q2 2024, an estimated $227K.
  • UBS AM first reported a position in Forrester Research in Q4 2019 and held it in 15 quarters.
  • UBS AM's Forrester Research position peaked at $593K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Forrester Research as of Q2 2024.

Based on UBS AM's 13F filing for Q2 2024, filed 14 Aug 2024.