AL
FWRD icon

AJO LP’s Forward Air FWRD Stock Holding History

AJO LP’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,393
Closed -$79K – 415
2020
Q3 		$79K Sell
1,393
-20,739
-94% -$1.14M ﹤0.01% 642
2020
Q2 		$1.1M Buy
22,132
+10,610
+92% +$521K 0.01% 453
2020
Q1 		$583K Buy
+11,522
New +$700K 0.01% 477
2018
Q2 		– Sell
-13,112
Closed -$693K – 667
2018
Q1 		$693K Sell
13,112
-109,302
-89% -$6.23M ﹤0.01% 535
2017
Q4 		$7.03M Buy
122,414
+64,852
+113% +$3.71M 0.03% 273
2017
Q3 		$3.29M Buy
57,562
+49,275
+595% +$2.6M 0.01% 362
2017
Q2 		$442K Sell
8,287
-3,815
-32% -$195K ﹤0.01% 538
2017
Q1 		$576K Hold
12,102
– – ﹤0.01% 471
2016
Q4 		$573K Hold
12,102
– – ﹤0.01% 460
2016
Q3 		$524K Buy
12,102
+1,123
+10% +$51K ﹤0.01% 451
2016
Q2 		$489K Buy
+10,979
New +$494K ﹤0.01% 439

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AJO LP's FWRD Position: Q4 2020 in Review

AJO LP sold out of Forward Air (FWRD) in Q4 2020, closing a stake of 1,393 shares — an estimated $79K sold.

AJO LP first reported a position in FWRD in Q2 2016 and held it in 11 quarters. The position peaked at $7.03M in Q4 2017. 199 funds tracked by Wall St. Rank hold FWRD as of Q4 2020.

  • AJO LP reported no remaining Forward Air position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 1,393 Forward Air shares in Q4 2020, an estimated $79K.
  • AJO LP first reported a position in Forward Air in Q2 2016 and held it in 11 quarters.
  • AJO LP's Forward Air position peaked at $7.03M in Q4 2017.
  • 199 funds tracked by Wall St. Rank held Forward Air as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.