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LS Investment Advisors’s Forward Air FWRD Stock Holding History

LS Investment Advisors’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
2020
Q3 		– Sell
-1,986
Closed -$99K – 1035
2020
Q2 		$99K Hold
1,986
– – 0.01% 987
2020
Q1 		$101K Hold
1,986
– – 0.01% 894
2019
Q4 		$139K Buy
1,986
+1,119
+129% +$75.8K 0.01% 988
2019
Q3 		$55K Hold
867
– – ﹤0.01% 1278
2019
Q2 		$51K Hold
867
– – ﹤0.01% 1300
2019
Q1 		$56K Hold
867
– – ﹤0.01% 1271
2018
Q4 		$48K Sell
867
-850
-50% -$52.2K ﹤0.01% 1277
2018
Q3 		$123K Sell
1,717
-213
-11% -$13.5K 0.01% 1055
2018
Q2 		$114K Hold
1,930
– – 0.01% 1102
2018
Q1 		$102K Buy
1,930
+54
+3% +$3.08K 0.01% 1108
2017
Q4 		$108K Buy
1,876
+840
+81% +$48K 0.01% 1124
2017
Q3 		$59K Sell
1,036
-83
-7% -$4.38K ﹤0.01% 1299
2017
Q2 		$60K Hold
1,119
– – ﹤0.01% 1286
2017
Q1 		$53K Hold
1,119
– – ﹤0.01% 1309
2016
Q4 		$53K Hold
1,119
– – ﹤0.01% 1234
2016
Q3 		$48K Hold
1,119
– – ﹤0.01% 1231
2016
Q2 		$50K Buy
1,119
+46
+4% +$2.07K ﹤0.01% 1207
2016
Q1 		$49K Buy
1,073
+48
+5% +$2.02K ﹤0.01% 1180
2015
Q4 		$44K Hold
1,025
– – ﹤0.01% 1200
2015
Q3 		$43K Hold
1,025
– – ﹤0.01% 1204
2015
Q2 		$54K Buy
+1,025
New +$54K ﹤0.01% 1133

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

LS Investment Advisors's FWRD Position: Q3 2020 in Review

LS Investment Advisors sold out of Forward Air (FWRD) in Q3 2020, closing a stake of 1,986 shares — an estimated $99K sold.

LS Investment Advisors first reported a position in FWRD in Q2 2015 and held it in 21 quarters. The position peaked at $139K in Q4 2019. 196 funds tracked by Wall St. Rank hold FWRD as of Q3 2020.

  • LS Investment Advisors reported no remaining Forward Air position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 1,986 Forward Air shares in Q3 2020, an estimated $99K.
  • LS Investment Advisors first reported a position in Forward Air in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's Forward Air position peaked at $139K in Q4 2019.
  • 196 funds tracked by Wall St. Rank held Forward Air as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.