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Paloma Partners’s Forward Air FWRD Stock Holding History

Paloma Partners’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
Q4 		– Sell
-25,446
Closed -$901K – 588
2024
Q3 		$901K Buy
+25,446
New +$722K 0.03% 442
2022
Q2 		– Sell
-5,018
Closed -$491K – 1333
2022
Q1 		$491K Buy
+5,018
New +$529K 0.01% 773
2021
Q3 		– Sell
-2,773
Closed -$249K – 1381
2021
Q2 		$249K Sell
2,773
-3,866
-58% -$356K ﹤0.01% 1418
2021
Q1 		$590K Buy
+6,639
New +$556K 0.01% 1009
2020
Q4 		– Sell
-3,693
Closed -$212K – 1837
2020
Q3 		$212K Buy
+3,693
New +$203K 0.01% 1717
2019
Q4 		– Sell
-6,906
Closed -$440K – 2281
2019
Q3 		$440K Buy
+6,906
New +$423K 0.01% 1254
2019
Q2 		– Sell
-3,802
Closed -$246K – 1894
2019
Q1 		$246K Buy
+3,802
New +$233K 0.01% 1409
2018
Q4 		– Sell
-3,780
Closed -$271K – 1444
2018
Q3 		$271K Buy
+3,780
New +$240K ﹤0.01% 1266
2018
Q2 		– Sell
-6,468
Closed -$342K – 1831
2018
Q1 		$342K Sell
6,468
-2,242
-26% -$128K 0.01% 1564
2017
Q4 		$500K Buy
8,710
+5,122
+143% +$293K 0.01% 1339
2017
Q3 		$205K Sell
3,588
-3,712
-51% -$196K ﹤0.01% 1981
2017
Q2 		$389K Sell
7,300
-6,575
-47% -$336K ﹤0.01% 1683
2017
Q1 		$660K Buy
+13,875
New +$673K 0.01% 1473
2016
Q4 		– Sell
-12,182
Closed -$528K – 2032
2016
Q3 		$528K Buy
12,182
+4,916
+68% +$223K 0.01% 1385
2016
Q2 		$323K Buy
+7,266
New +$327K ﹤0.01% 1733
2015
Q3 		– Sell
-7,500
Closed -$392K – 1710
2015
Q2 		$392K Buy
+7,500
New +$395K 0.01% 1200
2015
Q1 		– Sell
-6,034
Closed -$304K – 1271
2014
Q4 		$304K Buy
6,034
+514
+9% +$24.7K 0.01% 845
2014
Q3 		$248K Buy
+5,520
New +$258K 0.01% 780

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Paloma Partners's FWRD Position: Q4 2024 in Review

Paloma Partners sold out of Forward Air (FWRD) in Q4 2024, closing a stake of 25,446 shares — an estimated $901K sold.

Paloma Partners first reported a position in FWRD in Q3 2014 and held it in 18 quarters. The position peaked at $901K in Q3 2024. 210 funds tracked by Wall St. Rank hold FWRD as of Q4 2024.

  • Paloma Partners reported no remaining Forward Air position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 25,446 Forward Air shares in Q4 2024, an estimated $901K.
  • Paloma Partners first reported a position in Forward Air in Q3 2014 and held it in 18 quarters.
  • Paloma Partners's Forward Air position peaked at $901K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Forward Air as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.