Capital Fund Management (CFM)
FWRD icon

Capital Fund Management (CFM)’s Forward Air FWRD Stock Holding History

Capital Fund Management (CFM)’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
2024
Q4 		– Sell
-44,100
Closed -$1.56M – 2101
2024
Q3 		$1.56M Sell
44,100
-15,000
-25% -$426K ﹤0.01% 1540
2024
Q2 		$1.13M Buy
59,100
+32,900
+126% +$679K ﹤0.01% 1579
2024
Q1 		$815K Buy
+26,200
New +$1.1M ﹤0.01% 1768

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Capital Fund Management (CFM)'s FWRD Position: Q3 2024 in Review

Capital Fund Management (CFM) sold out of Forward Air (FWRD) in Q3 2024, closing a stake of 46,403 shares — an estimated $1.32M sold.

Capital Fund Management (CFM) first reported a position in FWRD in Q1 2014 and held it in 18 quarters. The position peaked at $1.64M in Q3 2023. 208 funds tracked by Wall St. Rank hold FWRD as of Q3 2024.

  • Capital Fund Management (CFM) reported no remaining Forward Air position as of Q3 2024 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 46,403 Forward Air shares in Q3 2024, an estimated $1.32M.
  • Capital Fund Management (CFM) first reported a position in Forward Air in Q1 2014 and held it in 18 quarters.
  • Capital Fund Management (CFM)'s Forward Air position peaked at $1.64M in Q3 2023.
  • 208 funds tracked by Wall St. Rank held Forward Air as of Q3 2024.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2024, filed 13 Nov 2024.