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Renaissance Group’s Forward Air FWRD Stock Holding History

Renaissance Group’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
2023
Q3 		– Sell
-17,793
Closed -$1.89M – 275
2023
Q2 		$1.89M Buy
17,793
+829
+5% +$84.9K 0.08% 153
2023
Q1 		$1.83M Buy
16,964
+1,293
+8% +$136K 0.08% 140
2022
Q4 		$1.64M Buy
15,671
+223
+1% +$23.4K 0.08% 136
2022
Q3 		$1.39M Buy
15,448
+504
+3% +$49.5K 0.07% 140
2022
Q2 		$1.37M Buy
14,944
+2,327
+18% +$216K 0.07% 132
2022
Q1 		$1.23M Buy
+12,617
New +$1.33M 0.06% 159
2015
Q3 		– Sell
-6,119
Closed -$320K – 282
2015
Q2 		$320K Buy
6,119
+173
+3% +$9.11K 0.01% 185
2015
Q1 		$323K Buy
5,946
+84
+1% +$4.29K 0.01% 190
2014
Q4 		$295K Buy
+5,862
New +$281K 0.01% 188

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
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Group's FWRD Position: Q3 2023 in Review

Renaissance Group sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 17,793 shares — an estimated $1.89M sold.

Renaissance Group first reported a position in FWRD in Q4 2014 and held it in 9 quarters. The position peaked at $1.89M in Q2 2023. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • Renaissance Group reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
  • Renaissance Group sold 17,793 Forward Air shares in Q3 2023, an estimated $1.89M.
  • Renaissance Group first reported a position in Forward Air in Q4 2014 and held it in 9 quarters.
  • Renaissance Group's Forward Air position peaked at $1.89M in Q2 2023.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Renaissance Group's 13F filing for Q3 2023, filed 13 Nov 2023.