Formula Growth’s Forward Air FWRD Stock Holding History

Formula Growth’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 Q4	–	Sell	-17,500	Closed	-$1.2M	–	137
2023 Q3	$1.2M	Buy	+17,500	New	+$1.54M	0.41%	86

Other funds holding FWRD

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Formula Growth's FWRD Position: Q4 2023 in Review

Formula Growth sold out of Forward Air (FWRD) in Q4 2023, closing a stake of 17,500 shares — an estimated $1.2M sold.

Formula Growth first reported a position in FWRD in Q3 2023 and held it in 1 quarter. The position peaked at $1.2M in Q3 2023. 264 funds tracked by Wall St. Rank hold FWRD as of Q4 2023.

Formula Growth reported no remaining Forward Air position as of Q4 2023 after selling out during the quarter.
Formula Growth sold 17,500 Forward Air shares in Q4 2023, an estimated $1.2M.
Formula Growth first reported a position in Forward Air in Q3 2023 and held it in 1 quarter.
Formula Growth's Forward Air position peaked at $1.2M in Q3 2023.
264 funds tracked by Wall St. Rank held Forward Air as of Q4 2023.

Based on Formula Growth's 13F filing for Q4 2023, filed 13 Feb 2024.