PIM
FWRD icon

Profit Investment Management’s Forward Air FWRD Stock Holding History

Profit Investment 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
Q2 		– Sell
-42,341
Closed -$1.32M – 82
2024
Q1 		$1.32M Hold
42,341
– – 0.74% 42
2023
Q4 		$2.66M Buy
42,341
+4,040
+11% +$272K 1.52% 30
2023
Q3 		$2.63M Sell
38,301
-8,786
-19% -$774K 1.86% 26
2023
Q2 		$5M Sell
47,087
-5,960
-11% -$610K 3.25% 7
2023
Q1 		$5.72M Hold
53,047
– – 3.78% 4
2022
Q4 		$5.56M Hold
53,047
– – 3.91% 3
2022
Q3 		$4.79M Hold
53,047
– – 3.66% 2
2022
Q2 		$4.88M Sell
53,047
-3,369
-6% -$312K 3.58% 2
2022
Q1 		$5.52M Buy
56,416
+8,547
+18% +$900K 3.41% 4
2021
Q4 		$5.8M Sell
47,869
-9,500
-17% -$972K 3.65% 3
2021
Q3 		$4.76M Hold
57,369
– – 3.31% 8
2021
Q2 		$5.15M Hold
57,369
– – 2.72% 10
2021
Q1 		$5.09M Buy
57,369
+3,123
+6% +$261K 2.9% 8
2020
Q4 		$4.17M Hold
54,246
– – 2.67% 7
2020
Q3 		$3.11M Buy
54,246
+4,091
+8% +$224K 1.92% 16
2020
Q2 		$2.5M Hold
50,155
– – 1.75% 21
2020
Q1 		$2.54M Hold
50,155
– – 2.38% 9
2019
Q4 		$3.51M Hold
50,155
– – 2.35% 10
2019
Q3 		$3.2M Hold
50,155
– – 2.29% 12
2019
Q2 		$2.97M Buy
50,155
+1,602
+3% +$98.5K 2.18% 13
2019
Q1 		$3.14M Hold
48,553
– – 2.4% 10
2018
Q4 		$2.66M Sell
48,553
-2,076
-4% -$128K 2.42% 12
2018
Q3 		$3.63M Hold
50,629
– – 2.7% 8
2018
Q2 		$2.99M Hold
50,629
– – 2.38% 12
2018
Q1 		$2.68M Hold
50,629
– – 2.27% 13
2017
Q4 		$2.91M Buy
50,629
+10,144
+25% +$580K 2.22% 8
2017
Q3 		$2.32M Sell
40,485
-4,833
-11% -$255K 2.02% 11
2017
Q2 		$2.42M Sell
45,318
-11,695
-21% -$598K 2.18% 8
2017
Q1 		$2.71M Buy
57,013
+5,618
+11% +$272K 2.2% 9
2016
Q4 		$2.44M Buy
51,395
+11,661
+29% +$533K 2.3% 3
2016
Q3 		$1.72M Hold
39,734
– – 1.7% 14
2016
Q2 		$1.77M Sell
39,734
-3,013
-7% -$136K 1.43% 23
2016
Q1 		$1.94M Buy
42,747
+18,451
+76% +$777K 0.82% 48
2015
Q4 		$1.04M Sell
24,296
-13,583
-36% -$609K 0.33% 62
2015
Q3 		$1.57M Sell
37,879
-9,437
-20% -$446K 0.23% 76
2015
Q2 		$2.47M Sell
47,316
-9,675
-17% -$510K 0.29% 56
2015
Q1 		$3.1M Hold
56,991
– – 0.17% 73
2014
Q4 		$2.87M Sell
56,991
-1,030
-2% -$49.5K 0.14% 84
2014
Q3 		$2.6M Sell
58,021
-11,145
-16% -$521K 0.14% 81
2014
Q2 		$3.31M Sell
69,166
-71,080
-51% -$3.19M 0.16% 72
2014
Q1 		$6.47M Hold
140,246
– – 0.29% 58
2013
Q4 		$6.16M Hold
140,246
– – 0.28% 59
2013
Q3 		$5.66K Sell
140,246
-7,075
-5% -$270K 0.23% 63
2013
Q2 		$5.64M Buy
+147,321
New +$5.59M 0.27% 63

Other funds holding FWRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Profit Investment Management's FWRD Position: Q2 2024 in Review

Profit Investment Management sold out of Forward Air (FWRD) in Q2 2024, closing a stake of 42,341 shares — an estimated $1.32M sold.

Profit Investment Management first reported a position in FWRD in Q2 2013 and held it in 44 quarters. The position peaked at $6.47M in Q1 2014. 191 funds tracked by Wall St. Rank hold FWRD as of Q2 2024.

  • Profit Investment Management reported no remaining Forward Air position as of Q2 2024 after selling out during the quarter.
  • Profit Investment Management sold 42,341 Forward Air shares in Q2 2024, an estimated $1.32M.
  • Profit Investment Management first reported a position in Forward Air in Q2 2013 and held it in 44 quarters.
  • Profit Investment Management's Forward Air position peaked at $6.47M in Q1 2014.
  • 191 funds tracked by Wall St. Rank held Forward Air as of Q2 2024.

Based on Profit Investment Management's 13F filing for Q2 2024, filed 12 Jul 2024.