Bank of Montreal
FWRD icon

Bank of Montreal’s Forward Air FWRD Stock Holding History

Bank of Montreal’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
-7,577
Closed -$236K – 3996
2024
Q1 		$236K Buy
7,577
+4,221
+126% +$177K ﹤0.01% 2934
2023
Q4 		$219K Sell
3,356
-381
-10% -$25.7K ﹤0.01% 3076
2023
Q3 		$259K Buy
3,737
+260
+7% +$22.9K ﹤0.01% 2913
2023
Q2 		$374K Sell
3,477
-1,115
-24% -$114K ﹤0.01% 2802
2023
Q1 		$497K Buy
4,592
+895
+24% +$94K ﹤0.01% 2464
2022
Q4 		$395K Sell
3,697
-6,313
-63% -$663K ﹤0.01% 2753
2022
Q3 		$935 Buy
10,010
+6,179
+161% +$606K ﹤0.01% 2221
2022
Q2 		$355 Sell
3,831
-4,619
-55% -$428K ﹤0.01% 2903
2022
Q1 		$857K Buy
8,450
+71
+0.8% +$7.48K ﹤0.01% 2462
2021
Q4 		$1.01M Sell
8,379
-2,169
-21% -$222K ﹤0.01% 1936
2021
Q3 		$923K Sell
10,548
-361
-3% -$31.6K ﹤0.01% 2548
2021
Q2 		$995K Buy
10,909
+2,548
+30% +$235K ﹤0.01% 2484
2021
Q1 		$739K Buy
8,361
+455
+6% +$38.1K ﹤0.01% 2409
2020
Q4 		$627K Buy
7,906
+5,001
+172% +$347K ﹤0.01% 2573
2020
Q3 		$173K Sell
2,905
-935
-24% -$51.3K ﹤0.01% 2799
2020
Q2 		$179K Buy
3,840
+2,071
+117% +$102K ﹤0.01% 2790
2020
Q1 		$84K Sell
1,769
-3,325
-65% -$202K ﹤0.01% 2669
2019
Q4 		$355K Sell
5,094
-18,325
-78% -$1.24M ﹤0.01% 2849
2019
Q3 		$1.49M Sell
23,419
-739
-3% -$45.3K ﹤0.01% 1871
2019
Q2 		$1.43M Buy
24,158
+22,747
+1,612% +$1.4M ﹤0.01% 1883
2019
Q1 		$91K Sell
1,411
-370
-21% -$22.7K ﹤0.01% 3101
2018
Q4 		$98K Buy
1,781
+208
+13% +$12.8K ﹤0.01% 2956
2018
Q3 		$114K Sell
1,573
-398
-20% -$25.3K ﹤0.01% 3047
2018
Q2 		$116K Buy
1,971
+191
+11% +$10.9K ﹤0.01% 3057
2018
Q1 		$93K Buy
1,780
+191
+12% +$10.9K ﹤0.01% 2990
2017
Q4 		$91K Hold
1,589
– – ﹤0.01% 3036
2017
Q3 		$91K Hold
1,589
– – ﹤0.01% 3022
2017
Q2 		$85K Hold
1,589
– – ﹤0.01% 3044
2017
Q1 		$75K Buy
1,589
+169
+12% +$8.2K ﹤0.01% 2935
2016
Q4 		$69K Sell
1,420
-910
-39% -$41.6K ﹤0.01% 2996
2016
Q3 		$101K Sell
2,330
-118
-5% -$5.36K ﹤0.01% 2774
2016
Q2 		$109K Sell
2,448
-616
-20% -$27.7K ﹤0.01% 2762
2016
Q1 		$138K Buy
3,064
+530
+21% +$22.3K ﹤0.01% 2661
2015
Q4 		$108K Buy
2,534
+242
+11% +$10.8K ﹤0.01% 2745
2015
Q3 		$96K Buy
2,292
+289
+14% +$13.6K ﹤0.01% 2646
2015
Q2 		$105K Buy
2,003
+126
+7% +$6.64K ﹤0.01% 2724
2015
Q1 		$102K Buy
1,877
+1,176
+168% +$60.1K ﹤0.01% 2622
2014
Q4 		$35K Sell
701
-5,135
-88% -$247K ﹤0.01% 3165
2014
Q3 		$261K Buy
5,836
+952
+19% +$44.5K ﹤0.01% 2404
2014
Q2 		$234K Buy
4,884
+700
+17% +$31.4K ﹤0.01% 2448
2014
Q1 		$193K Sell
4,184
-100
-2% -$4.42K ﹤0.01% 2517
2013
Q4 		$188K Sell
4,284
-200
-4% -$8.33K ﹤0.01% 2261
2013
Q3 		$181K Buy
4,484
+357
+9% +$13.6K ﹤0.01% 2282
2013
Q2 		$158K Buy
+4,127
New +$156K ﹤0.01% 2282

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

Bank of Montreal's FWRD Position: Q2 2024 in Review

Bank of Montreal sold out of Forward Air (FWRD) in Q2 2024, closing a stake of 7,577 shares — an estimated $236K sold.

Bank of Montreal first reported a position in FWRD in Q2 2013 and held it in 44 quarters. The position peaked at $1.49M in Q3 2019. 191 funds tracked by Wall St. Rank hold FWRD as of Q2 2024.

  • Bank of Montreal reported no remaining Forward Air position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 7,577 Forward Air shares in Q2 2024, an estimated $236K.
  • Bank of Montreal first reported a position in Forward Air in Q2 2013 and held it in 44 quarters.
  • Bank of Montreal's Forward Air position peaked at $1.49M in Q3 2019.
  • 191 funds tracked by Wall St. Rank held Forward Air as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.