Bollard Group’s Forward Air FWRD Stock Holding History

Bollard 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
2022 Q2	–	Sell	-1,210	Closed	-$118K	–	332
2022 Q1	$118K	Hold	1,210	–	–	﹤0.01%	275
2021 Q4	$147K	Hold	1,210	–	–	﹤0.01%	262
2021 Q3	$100K	Hold	1,210	–	–	﹤0.01%	283
2021 Q2	$109K	Hold	1,210	–	–	﹤0.01%	274
2021 Q1	$107K	Hold	1,210	–	–	﹤0.01%	274
2020 Q4	$93K	Hold	1,210	–	–	﹤0.01%	277
2020 Q3	$69K	Hold	1,210	–	–	﹤0.01%	293
2020 Q2	$60K	Buy	+1,210	New	+$59.4K	﹤0.01%	318

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bollard Group's FWRD Position: Q2 2022 in Review

Bollard Group sold out of Forward Air (FWRD) in Q2 2022, closing a stake of 1,210 shares — an estimated $118K sold.

Bollard Group first reported a position in FWRD in Q2 2020 and held it in 8 quarters. The position peaked at $147K in Q4 2021. 246 funds tracked by Wall St. Rank hold FWRD as of Q2 2022.

Bollard Group reported no remaining Forward Air position as of Q2 2022 after selling out during the quarter.
Bollard Group sold 1,210 Forward Air shares in Q2 2022, an estimated $118K.
Bollard Group first reported a position in Forward Air in Q2 2020 and held it in 8 quarters.
Bollard Group's Forward Air position peaked at $147K in Q4 2021.
246 funds tracked by Wall St. Rank held Forward Air as of Q2 2022.

Based on Bollard Group's 13F filing for Q2 2022, filed 12 Aug 2022.