Voloridge Investment Management
FWRD icon

Voloridge Investment Management’s Forward Air FWRD Stock Holding History

Voloridge 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
-248,144
Closed -$7.72M – 1258
2024
Q1 		$7.72M Buy
248,144
+140,651
+131% +$5.88M 0.03% 547
2023
Q4 		$6.76M Buy
107,493
+44,390
+70% +$2.99M 0.03% 555
2023
Q3 		$4.34M Buy
+63,103
New +$5.56M 0.02% 706
2023
Q1 		– Sell
-2,185
Closed -$229K – 1442
2022
Q4 		$229K Sell
2,185
-32,063
-94% -$3.36M ﹤0.01% 1371
2022
Q3 		$3.09M Sell
34,248
-8,647
-20% -$849K 0.02% 835
2022
Q2 		$3.94M Buy
42,895
+31,428
+274% +$2.91M 0.02% 767
2022
Q1 		$1.12M Buy
+11,467
New +$1.21M 0.01% 1105
2021
Q2 		– Sell
-3,334
Closed -$296K – 1664
2021
Q1 		$296K Buy
+3,334
New +$279K ﹤0.01% 1268
2020
Q3 		– Sell
-31,893
Closed -$1.59M – 1329
2020
Q2 		$1.59M Buy
+31,893
New +$1.56M 0.02% 693
2020
Q1 		– Sell
-14,725
Closed -$1.03M – 1196
2019
Q4 		$1.03M Buy
+14,725
New +$998K 0.02% 649

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 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 $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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

Voloridge Investment Management sold out of Forward Air (FWRD) in Q2 2024, closing a stake of 248,144 shares — an estimated $7.72M sold.

Voloridge Investment Management first reported a position in FWRD in Q4 2019 and held it in 10 quarters. The position peaked at $7.72M in Q1 2024. 191 funds tracked by Wall St. Rank hold FWRD as of Q2 2024.

  • Voloridge Investment Management reported no remaining Forward Air position as of Q2 2024 after selling out during the quarter.
  • Voloridge Investment Management sold 248,144 Forward Air shares in Q2 2024, an estimated $7.72M.
  • Voloridge Investment Management first reported a position in Forward Air in Q4 2019 and held it in 10 quarters.
  • Voloridge Investment Management's Forward Air position peaked at $7.72M in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Forward Air as of Q2 2024.

Based on Voloridge Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.