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Summit Global Investments’s Forward Air FWRD Stock Holding History

Summit Global 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
-16,788
Closed -$1.05M – 535
2023
Q4 		$1.05M Buy
16,788
+2,598
+18% +$175K 0.07% 232
2023
Q3 		$975K Buy
+14,190
New +$1.25M 0.06% 227
2018
Q4 		– Sell
-11,800
Closed -$846K – 273
2018
Q3 		$846K Buy
11,800
+500
+4% +$31.8K 0.11% 149
2018
Q2 		$668K Buy
11,300
+1,300
+13% +$74.4K 0.1% 171
2018
Q1 		$529K Sell
10,000
-100
-1% -$5.7K 0.08% 220
2017
Q4 		$580K Buy
10,100
+900
+10% +$51.5K 0.09% 153
2017
Q3 		$527K Sell
9,200
-100
-1% -$5.28K 0.08% 167
2017
Q2 		$496K Buy
9,300
+800
+9% +$40.9K 0.15% 174
2017
Q1 		$404K Hold
8,500
– – 0.13% 182
2016
Q4 		$403K Buy
+8,500
New +$389K 0.15% 160

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

Summit Global Investments's FWRD Position: Q1 2024 in Review

Summit Global Investments sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 16,788 shares — an estimated $1.05M sold.

Summit Global Investments first reported a position in FWRD in Q4 2016 and held it in 10 quarters. The position peaked at $1.05M in Q4 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • Summit Global Investments reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 16,788 Forward Air shares in Q1 2024, an estimated $1.05M.
  • Summit Global Investments first reported a position in Forward Air in Q4 2016 and held it in 10 quarters.
  • Summit Global Investments's Forward Air position peaked at $1.05M in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.