NAM
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NorthCoast Asset Management’s Forward Air FWRD Stock Holding History

NorthCoast Asset 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
2021
Q1 		– Sell
-2,953
Closed -$227K – 411
2020
Q4 		$227K Sell
2,953
-737
-20% -$51.1K 0.01% 349
2020
Q3 		$212K Sell
3,690
-1,115
-23% -$61.2K 0.01% 329
2020
Q2 		$240K Buy
+4,805
New +$236K 0.01% 313

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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

NorthCoast Asset Management's FWRD Position: Q1 2021 in Review

NorthCoast Asset Management sold out of Forward Air (FWRD) in Q1 2021, closing a stake of 2,953 shares — an estimated $227K sold.

NorthCoast Asset Management first reported a position in FWRD in Q2 2020 and held it in 3 quarters. The position peaked at $240K in Q2 2020. 206 funds tracked by Wall St. Rank hold FWRD as of Q1 2021.

  • NorthCoast Asset Management reported no remaining Forward Air position as of Q1 2021 after selling out during the quarter.
  • NorthCoast Asset Management sold 2,953 Forward Air shares in Q1 2021, an estimated $227K.
  • NorthCoast Asset Management first reported a position in Forward Air in Q2 2020 and held it in 3 quarters.
  • NorthCoast Asset Management's Forward Air position peaked at $240K in Q2 2020.
  • 206 funds tracked by Wall St. Rank held Forward Air as of Q1 2021.

Based on NorthCoast Asset Management's 13F filing for Q1 2021, filed 18 May 2021.