Hillsdale Investment Management’s Forward Air FWRD Stock Holding History

Hillsdale 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
2023 Q1	–	Sell	-6,600	Closed	-$692K	–	600
2022 Q4	$692K	Sell	6,600 -200	-3%	-$21K	0.06%	247
2022 Q3	$614K	Sell	6,800 -3,000	-31%	-$294K	0.06%	267
2022 Q2	$901K	Hold	9,800	–	–	0.07%	190
2022 Q1	$958K	Sell	9,800 -1,000	-9%	-$105K	0.06%	235
2021 Q4	$1.31M	Sell	10,800 -500	-4%	-$51.2K	0.09%	184
2021 Q3	$938K	Hold	11,300	–	–	0.07%	262
2021 Q2	$1.01M	Buy	+11,300	New	+$1.04M	0.08%	255
2013 Q3	–	Sell	-14,400	Closed	-$551K	–	532
2013 Q2	$551K	Buy	+14,400	New	+$546K	0.18%	73

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

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

Hillsdale Investment Management's FWRD Position: Q1 2023 in Review

Hillsdale Investment Management sold out of Forward Air (FWRD) in Q1 2023, closing a stake of 6,600 shares — an estimated $692K sold.

Hillsdale Investment Management first reported a position in FWRD in Q2 2013 and held it in 8 quarters. The position peaked at $1.31M in Q4 2021. 257 funds tracked by Wall St. Rank hold FWRD as of Q1 2023.

Hillsdale Investment Management reported no remaining Forward Air position as of Q1 2023 after selling out during the quarter.
Hillsdale Investment Management sold 6,600 Forward Air shares in Q1 2023, an estimated $692K.
Hillsdale Investment Management first reported a position in Forward Air in Q2 2013 and held it in 8 quarters.
Hillsdale Investment Management's Forward Air position peaked at $1.31M in Q4 2021.
257 funds tracked by Wall St. Rank held Forward Air as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.