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Scout Investments’s Forward Air FWRD Stock Holding History

Scout Investments’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
-94,817
Closed -$5.96M – 204
2023
Q4 		$5.96M Sell
94,817
-1,493
-2% -$101K 0.15% 178
2023
Q3 		$6.56M Buy
96,310
+1,356
+1% +$119K 0.15% 169
2023
Q2 		$11.4M Sell
94,954
-2,722
-3% -$279K 0.23% 128
2023
Q1 		$10.5M Sell
97,676
-1,106
-1% -$116K 0.21% 130
2022
Q4 		$10.4M Sell
98,782
-1,635
-2% -$172K 0.21% 123
2022
Q3 		$9.06M Sell
100,417
-2,840
-3% -$279K 0.19% 146
2022
Q2 		$9.5M Buy
103,257
+2,777
+3% +$257K 0.19% 139
2022
Q1 		$9.82M Sell
100,480
-133
-0.1% -$14K 0.16% 154
2021
Q4 		$12.2M Sell
100,613
-2,265
-2% -$232K 0.18% 160
2021
Q3 		$8.54M Buy
102,878
+11,635
+13% +$1.02M 0.13% 214
2021
Q2 		$8.19M Sell
91,243
-7,661
-8% -$706K 0.12% 219
2021
Q1 		$8.78M Buy
98,904
+9,775
+11% +$818K 0.13% 227
2020
Q4 		$6.85M Buy
89,129
+2,900
+3% +$201K 0.13% 240
2020
Q3 		$4.95M Sell
86,229
-1,890
-2% -$104K 0.11% 236
2020
Q2 		$4.39M Sell
88,119
-172
-0.2% -$8.44K 0.11% 232
2020
Q1 		$4.47M Sell
88,291
-5,209
-6% -$317K 0.13% 200
2019
Q4 		$6.54M Sell
93,500
-500
-0.5% -$33.9K 0.13% 193
2019
Q3 		$5.99M Buy
+94,000
New +$5.76M 0.12% 195

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Scout Investments's FWRD Position: Q1 2024 in Review

Scout Investments sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 94,817 shares — an estimated $5.96M sold.

Scout Investments first reported a position in FWRD in Q3 2019 and held it in 18 quarters. The position peaked at $12.2M in Q4 2021. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • Scout Investments reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • Scout Investments sold 94,817 Forward Air shares in Q1 2024, an estimated $5.96M.
  • Scout Investments first reported a position in Forward Air in Q3 2019 and held it in 18 quarters.
  • Scout Investments's Forward Air position peaked at $12.2M in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Scout Investments's 13F filing for Q1 2024, filed 9 May 2024.