Clifford Capital Partners’s Forward Air FWRD Stock Holding History

Clifford Capital Partners’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	-144,601	Closed	-$9.09M	–	51
2023 Q4	$9.09M	Buy	144,601 +2,506	+2%	+$169K	2.34%	29
2023 Q3	$9.77M	Buy	+142,095	New	+$12.5M	2.85%	23
2022 Q1	–	Sell	-2,789	Closed	-$338K	–	44
2021 Q4	$338K	Sell	2,789 -2,720	-49%	-$278K	0.25%	39
2021 Q3	$457K	Buy	5,509 +185	+3%	+$16.2K	0.42%	33
2021 Q2	$478K	Buy	5,324 +190	+4%	+$17.5K	0.45%	34
2021 Q1	$456K	Buy	5,134 +370	+8%	+$31K	0.47%	33
2020 Q4	$366K	Buy	4,764 +1,059	+29%	+$73.5K	0.14%	33
2020 Q3	$213K	Buy	+3,705	New	+$203K	0.1%	34
2020 Q2	–	Sell	-3,956	Closed	-$200K	–	34
2020 Q1	$200K	Buy	+3,956	New	+$240K	0.13%	34

Other funds holding FWRD

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

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

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

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

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 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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Clifford Capital Partners's FWRD Position: Q1 2024 in Review

Clifford Capital Partners sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 144,601 shares — an estimated $9.09M sold.

Clifford Capital Partners first reported a position in FWRD in Q1 2020 and held it in 9 quarters. The position peaked at $9.77M in Q3 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

Clifford Capital Partners reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
Clifford Capital Partners sold 144,601 Forward Air shares in Q1 2024, an estimated $9.09M.
Clifford Capital Partners first reported a position in Forward Air in Q1 2020 and held it in 9 quarters.
Clifford Capital Partners's Forward Air position peaked at $9.77M in Q3 2023.
225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Clifford Capital Partners's 13F filing for Q1 2024, filed 7 May 2024.