CIM
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CIM Investment Management’s Forward Air FWRD Stock Holding History

CIM 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
2024
Q1 		– Sell
-3,541
Closed -$223K – 287
2023
Q4 		$223K Hold
3,541
– – 0.07% 247
2023
Q3 		$243K Hold
3,541
– – 0.09% 216
2023
Q2 		$376K Hold
3,541
– – 0.13% 153
2023
Q1 		$382K Buy
3,541
+122
+4% +$12.8K 0.14% 145
2022
Q4 		$359K Hold
3,419
– – 0.14% 150
2022
Q3 		$309K Hold
3,419
– – 0.14% 151
2022
Q2 		$314K Hold
3,419
– – 0.13% 158
2022
Q1 		$334K Sell
3,419
-396
-10% -$41.7K 0.11% 169
2021
Q4 		$462K Hold
3,815
– – 0.14% 155
2021
Q3 		$317K Hold
3,815
– – 0.1% 195
2021
Q2 		$342K Hold
3,815
– – 0.11% 186
2021
Q1 		$339K Sell
3,815
-228
-6% -$19.1K 0.11% 184
2020
Q4 		$311K Buy
+4,043
New +$280K 0.1% 201

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIM Investment Management's FWRD Position: Q1 2024 in Review

CIM Investment Management sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 3,541 shares — an estimated $223K sold.

CIM Investment Management first reported a position in FWRD in Q4 2020 and held it in 13 quarters. The position peaked at $462K in Q4 2021. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • CIM Investment Management reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • CIM Investment Management sold 3,541 Forward Air shares in Q1 2024, an estimated $223K.
  • CIM Investment Management first reported a position in Forward Air in Q4 2020 and held it in 13 quarters.
  • CIM Investment Management's Forward Air position peaked at $462K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on CIM Investment Management's 13F filing for Q1 2024, filed 7 May 2024.