Boston Partners
FWRD icon

Boston Partners’s Forward Air FWRD Stock Holding History

Boston Partners’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
Q2 		– Sell
-7,137
Closed -$769K – 709
2023
Q1 		$769K Sell
7,137
-1,150
-14% -$121K ﹤0.01% 546
2022
Q4 		$869K Buy
8,287
+192
+2% +$20.1K ﹤0.01% 525
2022
Q3 		$731K Buy
8,095
+162
+2% +$15.9K ﹤0.01% 549
2022
Q2 		$730K Hold
7,933
– – ﹤0.01% 562
2022
Q1 		$776K Buy
7,933
+230
+3% +$24.2K ﹤0.01% 579
2021
Q4 		$933K Hold
7,703
– – ﹤0.01% 545
2021
Q3 		$640K Sell
7,703
-1,111
-13% -$97.2K ﹤0.01% 582
2021
Q2 		$791K Sell
8,814
-183
-2% -$16.9K ﹤0.01% 576
2021
Q1 		$799K Sell
8,997
-753
-8% -$63K ﹤0.01% 601
2020
Q4 		$749K Sell
9,750
-2,096
-18% -$145K ﹤0.01% 571
2020
Q3 		$680K Sell
11,846
-127
-1% -$6.97K ﹤0.01% 584
2020
Q2 		$596K Sell
11,973
-6,082
-34% -$298K ﹤0.01% 596
2020
Q1 		$914K Sell
18,055
-2,864
-14% -$174K ﹤0.01% 526
2019
Q4 		$1.46M Sell
20,919
-2,080
-9% -$141K ﹤0.01% 544
2019
Q3 		$1.47M Sell
22,999
-2,355
-9% -$144K ﹤0.01% 548
2019
Q2 		$1.5M Sell
25,354
-2,754
-10% -$169K ﹤0.01% 572
2019
Q1 		$1.82M Buy
28,108
+364
+1% +$22.3K ﹤0.01% 562
2018
Q4 		$1.52M Sell
27,744
-13,607
-33% -$836K ﹤0.01% 593
2018
Q3 		$2.96M Sell
41,351
-1,157
-3% -$73.6K ﹤0.01% 552
2018
Q2 		$2.51M Sell
42,508
-5,467
-11% -$313K ﹤0.01% 615
2018
Q1 		$2.54M Hold
47,975
– – ﹤0.01% 613
2017
Q4 		$2.76M Buy
+47,975
New +$2.74M ﹤0.01% 630

Other funds holding FWRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners's FWRD Position: Q2 2023 in Review

Boston Partners sold out of Forward Air (FWRD) in Q2 2023, closing a stake of 7,137 shares — an estimated $769K sold.

Boston Partners first reported a position in FWRD in Q4 2017 and held it in 22 quarters. The position peaked at $2.96M in Q3 2018. 244 funds tracked by Wall St. Rank hold FWRD as of Q2 2023.

  • Boston Partners reported no remaining Forward Air position as of Q2 2023 after selling out during the quarter.
  • Boston Partners sold 7,137 Forward Air shares in Q2 2023, an estimated $769K.
  • Boston Partners first reported a position in Forward Air in Q4 2017 and held it in 22 quarters.
  • Boston Partners's Forward Air position peaked at $2.96M in Q3 2018.
  • 244 funds tracked by Wall St. Rank held Forward Air as of Q2 2023.

Based on Boston Partners's 13F filing for Q2 2023, filed 10 Aug 2023.