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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Winton Group's FORR Position: Q2 2023 in Review

Winton Group sold out of Forrester Research (FORR) in Q2 2023, closing a stake of 10,831 shares — an estimated $350K sold.

Winton Group first reported a position in FORR in Q3 2019 and held it in 10 quarters. The position peaked at $712K in Q3 2019. 105 funds tracked by Wall St. Rank hold FORR as of Q2 2023.

Winton Group reported no remaining Forrester Research position as of Q2 2023 after selling out during the quarter.
Winton Group sold 10,831 Forrester Research shares in Q2 2023, an estimated $350K.
Winton Group first reported a position in Forrester Research in Q3 2019 and held it in 10 quarters.
Winton Group's Forrester Research position peaked at $712K in Q3 2019.
105 funds tracked by Wall St. Rank held Forrester Research as of Q2 2023.

Based on Winton Group's 13F filing for Q2 2023, filed 14 Aug 2023.