Schroder Investment Management Group’s Forward Air FWRD Stock Holding History

Schroder Investment Management 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
2024 Q1	–	Sell	-410,664	Closed	-$25.8M	–	1211
2023 Q4	$25.8M	Buy	410,664 +77,909	+23%	+$5.25M	0.03%	427
2023 Q3	$22.9M	Buy	+332,755	New	+$29.3M	0.03%	427
2015 Q1	–	Sell	-219,000	Closed	-$11M	–	1260
2014 Q4	$11M	Sell	219,000 -70,700	-24%	-$3.4M	0.02%	622
2014 Q3	$13M	Sell	289,700 -38,400	-12%	-$1.79M	0.02%	607
2014 Q2	$15.7M	Buy	328,100 +10,900	+3%	+$489K	0.02%	548
2014 Q1	$14.6M	Buy	317,200 +34,600	+12%	+$1.53M	0.02%	545
2013 Q4	$12.4M	Buy	282,600 +1,300	+0.5%	+$54.1K	0.02%	591
2013 Q3	$11.3M	Buy	281,300 +92,700	+49%	+$3.53M	0.03%	603
2013 Q2	$7.22M	Buy	+188,600	New	+$7.15M	0.02%	673

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RPM

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Schroder Investment Management Group's FWRD Position: Q1 2024 in Review

Schroder Investment Management Group sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 410,664 shares — an estimated $25.8M sold.

Schroder Investment Management Group first reported a position in FWRD in Q2 2013 and held it in 9 quarters. The position peaked at $25.8M in Q4 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

Schroder Investment Management Group reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
Schroder Investment Management Group sold 410,664 Forward Air shares in Q1 2024, an estimated $25.8M.
Schroder Investment Management Group first reported a position in Forward Air in Q2 2013 and held it in 9 quarters.
Schroder Investment Management Group's Forward Air position peaked at $25.8M in Q4 2023.
225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Schroder Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.