MHI
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Miller Howard Investments’s Forward Air FWRD Stock Holding History

Miller Howard Investments’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
-32,749
Closed -$3.47M – 194
2023
Q2 		$3.47M Buy
32,749
+915
+3% +$93.7K 0.12% 101
2023
Q1 		$3.43M Buy
31,834
+372
+1% +$39.1K 0.12% 103
2022
Q4 		$3.3M Buy
31,462
+219
+0.7% +$23K 0.12% 106
2022
Q3 		$2.82M Buy
31,243
+734
+2% +$72K 0.12% 106
2022
Q2 		$2.81M Buy
30,509
+1,600
+6% +$148K 0.11% 101
2022
Q1 		$2.83M Buy
28,909
+1,669
+6% +$176K 0.1% 110
2021
Q4 		$3.3M Buy
27,240
+914
+3% +$93.5K 0.12% 101
2021
Q3 		$2.19M Sell
26,326
-381
-1% -$33.3K 0.09% 109
2021
Q2 		$2.4M Buy
26,707
+1,087
+4% +$100K 0.1% 107
2021
Q1 		$2.27M Sell
25,620
-54
-0.2% -$4.52K 0.1% 107
2020
Q4 		$1.97M Buy
25,674
+118
+0.5% +$8.19K 0.09% 108
2020
Q3 		$1.47M Sell
25,556
-1,919
-7% -$105K 0.08% 110
2020
Q2 		$1.37M Buy
27,475
+2,378
+9% +$117K 0.07% 105
2020
Q1 		$1.27M Buy
+25,097
New +$1.53M 0.07% 104

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Miller Howard Investments's FWRD Position: Q3 2023 in Review

Miller Howard Investments sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 32,749 shares — an estimated $3.47M sold.

Miller Howard Investments first reported a position in FWRD in Q1 2020 and held it in 14 quarters. The position peaked at $3.47M in Q2 2023. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • Miller Howard Investments reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
  • Miller Howard Investments sold 32,749 Forward Air shares in Q3 2023, an estimated $3.47M.
  • Miller Howard Investments first reported a position in Forward Air in Q1 2020 and held it in 14 quarters.
  • Miller Howard Investments's Forward Air position peaked at $3.47M in Q2 2023.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Miller Howard Investments's 13F filing for Q3 2023, filed 18 Oct 2023.