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 – 2834
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 $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return