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Numeric Investors’s Forward Air FWRD Stock Holding History

Numeric Investors’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
2017
Q4 		$7.21M Buy
125,600
+35,100
+39% +$2.01M 0.05% 343
2017
Q3 		$5.18M Buy
90,500
+61,500
+212% +$3.25M 0.04% 394
2017
Q2 		$1.54M Buy
29,000
+5,700
+24% +$291K 0.01% 575
2017
Q1 		$1.11M Buy
+23,300
New +$1.13M 0.01% 623
2015
Q3 		– Sell
-12,200
Closed -$638K – 1041
2015
Q2 		$638K Buy
+12,200
New +$642K 0.01% 617

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Numeric Investors's FWRD Position: Q4 2017 in Review

Numeric Investors increased its Forward Air (FWRD) stake by 39% in Q4 2017, buying an estimated $2.01M and bringing the position to 125,600 shares worth $7.21M. The position accounts for 0.05% of the portfolio, ranked #343.

Numeric Investors first reported a position in FWRD in Q2 2015 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold FWRD as of Q4 2017.

  • Numeric Investors held 125,600 shares of Forward Air worth $7.21M as of Q4 2017.
  • Numeric Investors bought 35,100 Forward Air shares in Q4 2017, an estimated $2.01M.
  • Forward Air made up 0.05% of Numeric Investors's portfolio in Q4 2017, its #343 holding.
  • Numeric Investors first reported a position in Forward Air in Q2 2015 and has held it in 5 quarters since.
  • 213 funds tracked by Wall St. Rank held Forward Air as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.