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Yousif Capital Management’s Forrester Research FORR Stock Holding History

Yousif Capital Management’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
-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 $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Yousif Capital Management's FORR Position: Q2 2023 in Review

Yousif Capital Management sold out of Forrester Research (FORR) in Q2 2023, closing a stake of 6,327 shares — an estimated $205K sold.

Yousif Capital Management first reported a position in FORR in Q4 2021 and held it in 6 quarters. The position peaked at $604K in Q4 2021. 105 funds tracked by Wall St. Rank hold FORR as of Q2 2023.

  • Yousif Capital Management reported no remaining Forrester Research position as of Q2 2023 after selling out during the quarter.
  • Yousif Capital Management sold 6,327 Forrester Research shares in Q2 2023, an estimated $205K.
  • Yousif Capital Management first reported a position in Forrester Research in Q4 2021 and held it in 6 quarters.
  • Yousif Capital Management's Forrester Research position peaked at $604K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Forrester Research as of Q2 2023.

Based on Yousif Capital Management's 13F filing for Q2 2023, filed 2 Aug 2023.