BIM
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Bogle Investment Management’s Forward Air FWRD Stock Holding History

Bogle Investment Management’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
2018
Q4 		– Sell
-61,725
Closed -$4.43M – 362
2018
Q3 		$4.43M Buy
+61,725
New +$3.92M 0.32% 104

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Bogle Investment Management's FWRD Position: Q4 2018 in Review

Bogle Investment Management sold out of Forward Air (FWRD) in Q4 2018, closing a stake of 61,725 shares — an estimated $4.43M sold.

Bogle Investment Management first reported a position in FWRD in Q3 2018 and held it in 1 quarter. The position peaked at $4.43M in Q3 2018. 213 funds tracked by Wall St. Rank hold FWRD as of Q4 2018.

  • Bogle Investment Management reported no remaining Forward Air position as of Q4 2018 after selling out during the quarter.
  • Bogle Investment Management sold 61,725 Forward Air shares in Q4 2018, an estimated $4.43M.
  • Bogle Investment Management first reported a position in Forward Air in Q3 2018 and held it in 1 quarter.
  • Bogle Investment Management's Forward Air position peaked at $4.43M in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Forward Air as of Q4 2018.

Based on Bogle Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.