Mariner’s Forward Air FWRD Stock Holding History

Mariner’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 Q3	–	Sell	-2,537	Closed	-$269K	–	2950
2023 Q2	$269K	Sell	2,537 -162	-6%	-$16.6K	﹤0.01%	2213
2023 Q1	$291K	Sell	2,699 -186	-6%	-$19.5K	﹤0.01%	2091
2022 Q4	$303K	Buy	+2,885	New	+$303K	﹤0.01%	2021

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner's FWRD Position: Q3 2023 in Review

Mariner sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 2,537 shares — an estimated $269K sold.

Mariner first reported a position in FWRD in Q4 2022 and held it in 3 quarters. The position peaked at $303K in Q4 2022. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

Mariner reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
Mariner sold 2,537 Forward Air shares in Q3 2023, an estimated $269K.
Mariner first reported a position in Forward Air in Q4 2022 and held it in 3 quarters.
Mariner's Forward Air position peaked at $303K in Q4 2022.
251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Mariner's 13F filing for Q3 2023, filed 13 Nov 2023.