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United Services Automobile Association’s Forrester Research FORR Stock Holding History

United Services Automobile Association’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
Q3 		– Sell
-215,749
Closed -$10.1M – 901
2019
Q2 		$10.1M Sell
215,749
-15,060
-7% -$725K 0.03% 540
2019
Q1 		$11.2M Sell
230,809
-71,860
-24% -$3.35M 0.03% 501
2018
Q4 		$13.5M Buy
302,669
+820
+0.3% +$35K 0.04% 420
2018
Q3 		$13.9M Hold
301,849
– – 0.03% 462
2018
Q2 		$12.7M Buy
301,849
+45,000
+18% +$1.93M 0.03% 483
2018
Q1 		$10.6M Buy
256,849
+9,770
+4% +$417K 0.03% 515
2017
Q4 		$10.9M Buy
247,079
+8,700
+4% +$390K 0.03% 507
2017
Q3 		$9.98M Buy
238,379
+7,250
+3% +$292K 0.03% 518
2017
Q2 		$9.05M Buy
231,129
+1,870
+0.8% +$74K 0.03% 537
2017
Q1 		$9.11M Sell
229,259
-7,240
-3% -$284K 0.03% 561
2016
Q4 		$10.2M Sell
236,499
-7,390
-3% -$294K 0.03% 515
2016
Q3 		$9.49M Sell
243,889
-4,400
-2% -$174K 0.03% 527
2016
Q2 		$9.15M Sell
248,289
-8,120
-3% -$290K 0.03% 516
2016
Q1 		$8.62M Buy
256,409
+29,920
+13% +$922K 0.03% 528
2015
Q4 		$6.45M Hold
226,489
– – 0.02% 610
2015
Q3 		$7.12M Sell
226,489
-7,520
-3% -$248K 0.03% 573
2015
Q2 		$8.43M Buy
234,009
+3,100
+1% +$110K 0.03% 565
2015
Q1 		$8.49M Buy
230,909
+12,900
+6% +$484K 0.03% 550
2014
Q4 		$8.58M Hold
218,009
– – 0.03% 539
2014
Q3 		$8.04M Buy
218,009
+2,600
+1% +$99.5K 0.03% 535
2014
Q2 		$8.16M Hold
215,409
– – 0.03% 532
2014
Q1 		$7.72M Hold
215,409
– – 0.03% 547
2013
Q4 		$8.24M Buy
215,409
+9,100
+4% +$348K 0.03% 520
2013
Q3 		$7.58M Buy
206,309
+5,040
+3% +$178K 0.03% 508
2013
Q2 		$7.38M Buy
+201,269
New +$7.21M 0.03% 492

Other funds holding FORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

United Services Automobile Association's FORR Position: Q3 2019 in Review

United Services Automobile Association sold out of Forrester Research (FORR) in Q3 2019, closing a stake of 215,749 shares — an estimated $10.1M sold.

United Services Automobile Association first reported a position in FORR in Q2 2013 and held it in 25 quarters. The position peaked at $13.9M in Q3 2018. 116 funds tracked by Wall St. Rank hold FORR as of Q3 2019.

  • United Services Automobile Association reported no remaining Forrester Research position as of Q3 2019 after selling out during the quarter.
  • United Services Automobile Association sold 215,749 Forrester Research shares in Q3 2019, an estimated $10.1M.
  • United Services Automobile Association first reported a position in Forrester Research in Q2 2013 and held it in 25 quarters.
  • United Services Automobile Association's Forrester Research position peaked at $13.9M in Q3 2018.
  • 116 funds tracked by Wall St. Rank held Forrester Research as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.