YIH
FORR icon

Y-Intercept (HK)’s Forrester Research FORR Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-10,451
Closed -$179K – 1490
2024
Q2 		$179K Sell
10,451
-1,531
-13% -$28.1K 0.01% 1196
2024
Q1 		$258K Buy
+11,982
New +$272K 0.02% 1030
2023
Q2 		– Sell
-6,694
Closed -$217K – 1414
2023
Q1 		$217K Buy
+6,694
New +$232K 0.03% 930

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return