Loomis, Sayles & Company
FWRD icon

Loomis, Sayles & Company’s Forward Air FWRD Stock Holding History

Loomis, Sayles & Company’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
Q2 		– Sell
-196,594
Closed -$21.2M – 1008
2023
Q1 		$21.2M Sell
196,594
-112
-0.1% -$11.8K 0.04% 229
2022
Q4 		$20.6M Buy
+196,706
New +$20.6M 0.04% 225
2015
Q1 		– Sell
-1,959
Closed -$99K – 747
2014
Q4 		$99K Sell
1,959
-12
-0.6% -$576 ﹤0.01% 666
2014
Q3 		$88K Buy
1,971
+150
+8% +$7.01K ﹤0.01% 667
2014
Q2 		$87K Buy
+1,821
New +$81.7K ﹤0.01% 699

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company's FWRD Position: Q2 2023 in Review

Loomis, Sayles & Company sold out of Forward Air (FWRD) in Q2 2023, closing a stake of 196,594 shares — an estimated $21.2M sold.

Loomis, Sayles & Company first reported a position in FWRD in Q2 2014 and held it in 5 quarters. The position peaked at $21.2M in Q1 2023. 245 funds tracked by Wall St. Rank hold FWRD as of Q2 2023.

  • Loomis, Sayles & Company reported no remaining Forward Air position as of Q2 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 196,594 Forward Air shares in Q2 2023, an estimated $21.2M.
  • Loomis, Sayles & Company first reported a position in Forward Air in Q2 2014 and held it in 5 quarters.
  • Loomis, Sayles & Company's Forward Air position peaked at $21.2M in Q1 2023.
  • 245 funds tracked by Wall St. Rank held Forward Air as of Q2 2023.

Based on Loomis, Sayles & Company's 13F filing for Q2 2023, filed 11 Aug 2023.