WG
FWRD icon

Winton Group’s Forward Air FWRD Stock Holding History

Winton 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
-2,735
Closed -$290K – 829
2023
Q2 		$290K Sell
2,735
-6,456
-70% -$661K 0.02% 538
2023
Q1 		$990K Buy
9,191
+1,681
+22% +$176K 0.06% 447
2022
Q4 		$788K Sell
7,510
-290
-4% -$30.4K 0.05% 489
2022
Q3 		$704K Sell
7,800
-4,372
-36% -$429K 0.05% 540
2022
Q2 		$1.12M Buy
12,172
+6,219
+104% +$576K 0.06% 449
2022
Q1 		$582K Buy
5,953
+2,525
+74% +$266K 0.03% 636
2021
Q4 		$415K Buy
+3,428
New +$351K 0.03% 732
2020
Q1 		– Sell
-40,228
Closed -$2.81M – 1447
2019
Q4 		$2.81M Buy
40,228
+27,383
+213% +$1.86M 0.04% 680
2019
Q3 		$818K Buy
+12,845
New +$787K 0.01% 921
2019
Q2 		– Sell
-62,431
Closed -$4.04M – 1188
2019
Q1 		$4.04M Buy
+62,431
New +$3.82M 0.08% 250
2018
Q3 		– Sell
-139,360
Closed -$8.23M – 1048
2018
Q2 		$8.23M Buy
+139,360
New +$7.98M 0.21% 187

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winton Group's FWRD Position: Q3 2023 in Review

Winton Group sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 2,735 shares — an estimated $290K sold.

Winton Group first reported a position in FWRD in Q2 2018 and held it in 11 quarters. The position peaked at $8.23M in Q2 2018. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • Winton Group reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
  • Winton Group sold 2,735 Forward Air shares in Q3 2023, an estimated $290K.
  • Winton Group first reported a position in Forward Air in Q2 2018 and held it in 11 quarters.
  • Winton Group's Forward Air position peaked at $8.23M in Q2 2018.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

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