Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
YCM
Yousif Capital Management’s
Forrester Research
FORR
Stock Holding History
Yousif Capital Management’s Portfolio
FORR Stock Details
FORR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-6,327
Closed
-$205K
–
1978
2023
Q1
$205K
Sell
6,327
-750
-11%
-$26K
﹤0.01%
1833
2022
Q4
$253K
Sell
7,077
-1,955
-22%
-$71.5K
﹤0.01%
1768
2022
Q3
$325K
Sell
9,032
-98
-1%
-$4.21K
﹤0.01%
1670
2022
Q2
$437K
Sell
9,130
-1,075
-11%
-$55.7K
0.01%
1599
2022
Q1
$576K
Sell
10,205
-81
-0.8%
-$4.37K
0.01%
1584
2021
Q4
$604K
Buy
+10,286
New
+$572K
0.01%
1594
Other funds holding FORR
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Assenagon Asset Management
Senningerberg, Luxembourg
$77B AUM
50.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close