AG
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Aperio Group’s Forward Air FWRD Stock Holding History

Aperio Group’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 		$968K Buy
12,602
+1,247
+11% +$86.5K ﹤0.01% 1607
2020
Q3 		$652K Buy
11,355
+42
+0.4% +$2.31K ﹤0.01% 1666
2020
Q2 		$564K Sell
11,313
-2,189
-16% -$107K ﹤0.01% 1720
2020
Q1 		$684K Buy
13,502
+1,931
+17% +$117K ﹤0.01% 1478
2019
Q4 		$809K Sell
11,571
-432
-4% -$29.3K ﹤0.01% 1551
2019
Q3 		$765K Buy
12,003
+352
+3% +$21.6K ﹤0.01% 1540
2019
Q2 		$689K Buy
11,651
+874
+8% +$53.8K ﹤0.01% 1603
2019
Q1 		$698K Buy
10,777
+213
+2% +$13K ﹤0.01% 1554
2018
Q4 		$579K Buy
10,564
+417
+4% +$25.6K ﹤0.01% 1593
2018
Q3 		$728K Sell
10,147
-1,087
-10% -$69.1K ﹤0.01% 1572
2018
Q2 		$664K Sell
11,234
-3
-0% -$172 ﹤0.01% 1614
2018
Q1 		$594K Buy
11,237
+476
+4% +$27.1K ﹤0.01% 1608
2017
Q4 		$618K Buy
10,761
+1,874
+21% +$107K ﹤0.01% 1607
2017
Q3 		$509K Buy
8,887
+258
+3% +$13.6K ﹤0.01% 1652
2017
Q2 		$460K Buy
8,629
+1,479
+21% +$75.6K ﹤0.01% 1695
2017
Q1 		$340K Sell
7,150
-371
-5% -$18K ﹤0.01% 1763
2016
Q4 		$356K Buy
7,521
+512
+7% +$23.4K ﹤0.01% 1707
2016
Q3 		$303K Sell
7,009
-247
-3% -$11.2K ﹤0.01% 1703
2016
Q2 		$323K Buy
7,256
+507
+8% +$22.8K ﹤0.01% 1630
2016
Q1 		$306K Sell
6,749
-1,884
-22% -$79.3K ﹤0.01% 1637
2015
Q4 		$371K Buy
8,633
+603
+8% +$27K ﹤0.01% 1503
2015
Q3 		$333K Buy
8,030
+1,230
+18% +$58.1K ﹤0.01% 1522
2015
Q2 		$355K Buy
6,800
+1,366
+25% +$71.9K ﹤0.01% 1527
2015
Q1 		$295K Sell
5,434
-54
-1% -$2.76K ﹤0.01% 1579
2014
Q4 		$276K Buy
+5,488
New +$264K ﹤0.01% 1559

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

Aperio Group's FWRD Position: Q4 2020 in Review

Aperio Group increased its Forward Air (FWRD) stake by 11% in Q4 2020, buying an estimated $86.5K and bringing the position to 12,602 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Aperio Group first reported a position in FWRD in Q4 2014 and has held it in 25 quarters since. 199 funds tracked by Wall St. Rank hold FWRD as of Q4 2020.

  • Aperio Group held 12,602 shares of Forward Air worth $968K as of Q4 2020.
  • Aperio Group bought 1,247 Forward Air shares in Q4 2020, an estimated $86.5K.
  • Forward Air made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1607 holding.
  • Aperio Group first reported a position in Forward Air in Q4 2014 and has held it in 25 quarters since.
  • 199 funds tracked by Wall St. Rank held Forward Air as of Q4 2020.

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