MOACM
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Mutual of America Capital Management’s Forward Air FWRD Stock Holding History

Mutual of America Capital Management’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
2024
Q1 		– Sell
-4,492
Closed -$282K – 1474
2023
Q4 		$282K Sell
4,492
-12
-0.3% -$808 ﹤0.01% 1323
2023
Q3 		$310K Sell
4,504
-567
-11% -$49.9K ﹤0.01% 1245
2023
Q2 		$538K Sell
5,071
-404
-7% -$41.4K 0.01% 1117
2023
Q1 		$590K Sell
5,475
-98
-2% -$10.3K 0.01% 1092
2022
Q4 		$585K Buy
5,573
+231
+4% +$24.2K 0.01% 1098
2022
Q3 		$482K Buy
5,342
+831
+18% +$81.6K 0.01% 1133
2022
Q2 		$415K Buy
4,511
+626
+16% +$58K 0.01% 1137
2022
Q1 		$380K Buy
3,885
+202
+5% +$21.3K ﹤0.01% 1162
2021
Q4 		$446K Buy
3,683
+70
+2% +$7.16K ﹤0.01% 1147
2021
Q3 		$300K Sell
3,613
-271
-7% -$23.7K ﹤0.01% 1227
2021
Q2 		$349K Buy
3,884
+208
+6% +$19.2K ﹤0.01% 1239
2021
Q1 		$326K Buy
3,676
+238
+7% +$19.9K ﹤0.01% 1236
2020
Q4 		$264K Buy
3,438
+65
+2% +$4.51K ﹤0.01% 1232
2020
Q3 		$194K Buy
3,373
+2,017
+149% +$111K ﹤0.01% 1232
2020
Q2 		$68K Buy
1,356
+125
+10% +$6.13K ﹤0.01% 1267
2020
Q1 		$62K Buy
1,231
+233
+23% +$14.2K ﹤0.01% 1238
2019
Q4 		$70K Sell
998
-50
-5% -$3.39K ﹤0.01% 1264
2019
Q3 		$67K Buy
1,048
+23
+2% +$1.41K ﹤0.01% 1268
2019
Q2 		$61K Buy
1,025
+201
+24% +$12.4K ﹤0.01% 1287
2019
Q1 		$53K Buy
824
+101
+14% +$6.18K ﹤0.01% 1273
2018
Q4 		$40K Buy
723
+164
+29% +$10.1K ﹤0.01% 1285
2018
Q3 		$40K Buy
559
+451
+418% +$28.7K ﹤0.01% 1296
2018
Q2 		$6K Buy
+108
New +$6.18K ﹤0.01% 1342
2016
Q2 		– Sell
-22,814
Closed -$1.03M – 1227
2016
Q1 		$1.03M Sell
22,814
-46,500
-67% -$1.96M 0.02% 982
2015
Q4 		$2.98M Buy
69,314
+8,714
+14% +$390K 0.07% 446
2015
Q3 		$2.51M Buy
60,600
+10,000
+20% +$472K 0.06% 524
2015
Q2 		$2.64M Buy
+50,600
New +$2.66M 0.06% 554

Other funds holding FWRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mutual of America Capital Management's FWRD Position: Q1 2024 in Review

Mutual of America Capital Management sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 4,492 shares — an estimated $282K sold.

Mutual of America Capital Management first reported a position in FWRD in Q2 2015 and held it in 27 quarters. The position peaked at $2.98M in Q4 2015. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • Mutual of America Capital Management reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • Mutual of America Capital Management sold 4,492 Forward Air shares in Q1 2024, an estimated $282K.
  • Mutual of America Capital Management first reported a position in Forward Air in Q2 2015 and held it in 27 quarters.
  • Mutual of America Capital Management's Forward Air position peaked at $2.98M in Q4 2015.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Mutual of America Capital Management's 13F filing for Q1 2024, filed 2 May 2024.