YIH
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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 $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Y-Intercept (HK)'s FORR Position: Q3 2024 in Review

Y-Intercept (HK) sold out of Forrester Research (FORR) in Q3 2024, closing a stake of 10,451 shares — an estimated $179K sold.

Y-Intercept (HK) first reported a position in FORR in Q1 2023 and held it in 3 quarters. The position peaked at $258K in Q1 2024. 106 funds tracked by Wall St. Rank hold FORR as of Q3 2024.

  • Y-Intercept (HK) reported no remaining Forrester Research position as of Q3 2024 after selling out during the quarter.
  • Y-Intercept (HK) sold 10,451 Forrester Research shares in Q3 2024, an estimated $179K.
  • Y-Intercept (HK) first reported a position in Forrester Research in Q1 2023 and held it in 3 quarters.
  • Y-Intercept (HK)'s Forrester Research position peaked at $258K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Forrester Research as of Q3 2024.

Based on Y-Intercept (HK)'s 13F filing for Q3 2024, filed 15 Nov 2024.