Handelsbanken Fonder’s Forward Air FWRD Stock Holding History

Handelsbanken Fonder’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	-6,247	Closed	-$393K	–	1565
2023 Q4	$393K	Hold	6,247	–	–	﹤0.01%	1260
2023 Q3	$429K	Buy	6,247 +1,510	+32%	+$133K	﹤0.01%	1118
2023 Q2	$503K	Hold	4,737	–	–	﹤0.01%	1064
2023 Q1	$510K	Hold	4,737	–	–	﹤0.01%	997
2022 Q4	$497K	Hold	4,737	–	–	﹤0.01%	962
2022 Q3	$428K	Hold	4,737	–	–	﹤0.01%	1051
2022 Q2	$436K	Sell	4,737 -1,900	-29%	-$176K	﹤0.01%	1101
2022 Q1	$649K	Sell	6,637 -1,500	-18%	-$158K	﹤0.01%	1020
2021 Q4	$985K	Hold	8,137	–	–	﹤0.01%	901
2021 Q3	$676K	Buy	8,137 +1,400	+21%	+$122K	﹤0.01%	1140
2021 Q2	$605K	Buy	6,737 +600	+10%	+$55.3K	﹤0.01%	1241
2021 Q1	$545K	Hold	6,137	–	–	﹤0.01%	1152
2020 Q4	$472K	Sell	6,137 -1,500	-20%	-$104K	﹤0.01%	1194
2020 Q3	$438K	Hold	7,637	–	–	﹤0.01%	1053
2020 Q2	$380K	Buy	+7,637	New	+$375K	﹤0.01%	1099

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

Handelsbanken Fonder's FWRD Position: Q1 2024 in Review

Handelsbanken Fonder sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 6,247 shares — an estimated $393K sold.

Handelsbanken Fonder first reported a position in FWRD in Q2 2020 and held it in 15 quarters. The position peaked at $985K in Q4 2021. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

Handelsbanken Fonder reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
Handelsbanken Fonder sold 6,247 Forward Air shares in Q1 2024, an estimated $393K.
Handelsbanken Fonder first reported a position in Forward Air in Q2 2020 and held it in 15 quarters.
Handelsbanken Fonder's Forward Air position peaked at $985K in Q4 2021.
225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Handelsbanken Fonder's 13F filing for Q1 2024, filed 13 May 2024.