Aviva’s Forward Air FWRD Stock Holding History

Aviva’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
2023 Q4	–	Sell	-8,706	Closed	-$598K	–	981
2023 Q3	$598K	Sell	8,706 -5,327	-38%	-$469K	﹤0.01%	776
2023 Q2	$1.49M	Buy	14,033 +517	+4%	+$52.9K	0.01%	715
2023 Q1	$1.46M	Buy	13,516 +4,198	+45%	+$441K	0.01%	767
2022 Q4	$977K	Sell	9,318 -7,048	-43%	-$740K	﹤0.01%	848
2022 Q3	$1.48M	Sell	16,366 -5,444	-25%	-$534K	0.01%	817
2022 Q2	$2.01M	Buy	+21,810	New	+$2.02M	0.01%	811
2021 Q2	–	Sell	-13,998	Closed	-$1.24M	–	911
2021 Q1	$1.24M	Buy	+13,998	New	+$1.17M	0.01%	781
2020 Q3	–	Sell	-17,754	Closed	-$885K	–	914
2020 Q2	$885K	Sell	17,754 -53,444	-75%	-$2.62M	0.01%	880
2020 Q1	$3.61M	Buy	71,198 +44,053	+162%	+$2.68M	0.03%	577
2019 Q4	$1.9M	Buy	+27,145	New	+$1.84M	0.01%	775

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviva's FWRD Position: Q4 2023 in Review

Aviva sold out of Forward Air (FWRD) in Q4 2023, closing a stake of 8,706 shares — an estimated $598K sold.

Aviva first reported a position in FWRD in Q4 2019 and held it in 10 quarters. The position peaked at $3.61M in Q1 2020. 264 funds tracked by Wall St. Rank hold FWRD as of Q4 2023.

Aviva reported no remaining Forward Air position as of Q4 2023 after selling out during the quarter.
Aviva sold 8,706 Forward Air shares in Q4 2023, an estimated $598K.
Aviva first reported a position in Forward Air in Q4 2019 and held it in 10 quarters.
Aviva's Forward Air position peaked at $3.61M in Q1 2020.
264 funds tracked by Wall St. Rank held Forward Air as of Q4 2023.

Based on Aviva's 13F filing for Q4 2023, filed 9 Feb 2024.