CI
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Cambiar Investors’s Forward Air FWRD Stock Holding History

Cambiar Investors’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
Q3 		– Sell
-21,445
Closed -$2.28M – 152
2023
Q2 		$2.28M Sell
21,445
-2,251
-9% -$230K 0.1% 110
2023
Q1 		$2.55M Sell
23,696
-94
-0.4% -$9.87K 0.11% 109
2022
Q4 		$2.5M Buy
23,790
+3,568
+18% +$374K 0.11% 100
2022
Q3 		$1.82M Sell
20,222
-210
-1% -$20.6K 0.09% 100
2022
Q2 		$1.88M Sell
20,432
-4,584
-18% -$425K 0.08% 99
2022
Q1 		$2.45M Buy
25,016
+2,458
+11% +$259K 0.09% 115
2021
Q4 		$2.73M Sell
22,558
-10,326
-31% -$1.06M 0.09% 108
2021
Q3 		$2.73M Buy
32,884
+2,821
+9% +$247K 0.09% 119
2021
Q2 		$2.7M Sell
30,063
-3,532
-11% -$325K 0.09% 136
2021
Q1 		$2.98M Buy
33,595
+1,225
+4% +$103K 0.1% 106
2020
Q4 		$2.49M Sell
32,370
-9,356
-22% -$649K 0.1% 124
2020
Q3 		$2.39M Buy
41,726
+1,184
+3% +$65K 0.11% 98
2020
Q2 		$2.02M Buy
40,542
+2,815
+7% +$138K 0.09% 114
2020
Q1 		$1.91M Buy
37,727
+1,453
+4% +$88.3K 0.1% 93
2019
Q4 		$2.54M Sell
36,274
-1,487
-4% -$101K 0.08% 99
2019
Q3 		$2.41M Sell
37,761
-3,540
-9% -$217K 0.08% 103
2019
Q2 		$2.44M Sell
41,301
-7,405
-15% -$455K 0.06% 127
2019
Q1 		$3.15M Sell
48,706
-16,895
-26% -$1.03M 0.08% 111
2018
Q4 		$3.6M Sell
65,601
-15,919
-20% -$978K 0.08% 121
2018
Q3 		$5.84M Sell
81,520
-9,724
-11% -$618K 0.11% 67
2018
Q2 		$5.39M Sell
91,244
-19,233
-17% -$1.1M 0.09% 85
2018
Q1 		$5.84M Sell
110,477
-56,417
-34% -$3.21M 0.09% 96
2017
Q4 		$9.59M Buy
166,894
+19,747
+13% +$1.13M 0.15% 86
2017
Q3 		$8.42M Buy
+147,147
New +$7.77M 0.13% 101

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambiar Investors's FWRD Position: Q3 2023 in Review

Cambiar Investors sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 21,445 shares — an estimated $2.28M sold.

Cambiar Investors first reported a position in FWRD in Q3 2017 and held it in 24 quarters. The position peaked at $9.59M in Q4 2017. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • Cambiar Investors reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
  • Cambiar Investors sold 21,445 Forward Air shares in Q3 2023, an estimated $2.28M.
  • Cambiar Investors first reported a position in Forward Air in Q3 2017 and held it in 24 quarters.
  • Cambiar Investors's Forward Air position peaked at $9.59M in Q4 2017.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Cambiar Investors's 13F filing for Q3 2023, filed 30 Oct 2023.