KA
FWRD icon

Kaizen Advisory’s Forward Air FWRD Stock Holding History

Kaizen Advisory’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
2018
Q4 		$743K Sell
13,546
-2,617
-16% -$161K 0.52% 46
2018
Q3 		$1.16M Buy
+16,163
New +$1.03M 0.6% 18

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Kaizen Advisory's FWRD Position: Q4 2018 in Review

Kaizen Advisory reduced its Forward Air (FWRD) stake by 16% in Q4 2018, selling an estimated $161K and leaving 13,546 shares worth $743K. The position accounts for 0.52% of the portfolio, ranked #46.

Kaizen Advisory first reported a position in FWRD in Q3 2018 and has held it in 2 quarters since. The position peaked at $1.16M in Q3 2018. 213 funds tracked by Wall St. Rank hold FWRD as of Q4 2018.

  • Kaizen Advisory held 13,546 shares of Forward Air worth $743K as of Q4 2018.
  • Kaizen Advisory sold 2,617 Forward Air shares in Q4 2018, an estimated $161K.
  • Forward Air made up 0.52% of Kaizen Advisory's portfolio in Q4 2018, its #46 holding.
  • Kaizen Advisory first reported a position in Forward Air in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Forward Air position peaked at $1.16M in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Forward Air as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.