WG
FORR icon

Winton Group’s Forrester Research FORR Stock Holding History

Winton Group’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
2023
Q2 		– Sell
-10,831
Closed -$350K – 896
2023
Q1 		$350K Sell
10,831
-1,174
-10% -$40.7K 0.02% 784
2022
Q4 		$429K Sell
12,005
-1,134
-9% -$41.5K 0.03% 678
2022
Q3 		$473K Buy
13,139
+4,675
+55% +$201K 0.03% 657
2022
Q2 		$405K Buy
8,464
+2,488
+42% +$129K 0.02% 743
2022
Q1 		$337K Buy
5,976
+1,570
+36% +$84.6K 0.02% 788
2021
Q4 		$259K Buy
+4,406
New +$245K 0.02% 871
2020
Q4 		– Sell
-10,254
Closed -$336K – 1385
2020
Q3 		$336K Buy
+10,254
New +$351K 0.01% 1211
2020
Q2 		– Sell
-14,905
Closed -$436K – 1491
2020
Q1 		$436K Sell
14,905
-1,993
-12% -$75.8K 0.01% 1072
2019
Q4 		$705K Sell
16,898
-5,251
-24% -$196K 0.01% 1146
2019
Q3 		$712K Buy
+22,149
New +$877K 0.01% 968

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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return