BTW
FWRD icon

Boston Trust Walden’s Forward Air FWRD Stock Holding History

Boston Trust Walden’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
Q3 		– Sell
-32,116
Closed -$611K – 388
2024
Q2 		$611K Buy
+32,116
New +$663K ﹤0.01% 309
2024
Q1 		– Sell
-299,755
Closed -$18.8M – 376
2023
Q4 		$18.8M Buy
299,755
+2,710
+0.9% +$182K 0.14% 170
2023
Q3 		$20.4M Buy
297,045
+17,076
+6% +$1.5M 0.17% 159
2023
Q2 		$29.7M Buy
279,969
+7,967
+3% +$816K 0.24% 140
2023
Q1 		$29.3M Buy
272,002
+8,137
+3% +$854K 0.25% 141
2022
Q4 		$27.7M Sell
263,865
-1,343
-0.5% -$141K 0.24% 143
2022
Q3 		$23.9M Buy
265,208
+7,767
+3% +$762K 0.24% 147
2022
Q2 		$23.7M Buy
257,441
+1,683
+0.7% +$156K 0.22% 154
2022
Q1 		$25M Buy
255,758
+5,261
+2% +$554K 0.21% 160
2021
Q4 		$30.3M Buy
250,497
+302
+0.1% +$30.9K 0.24% 145
2021
Q3 		$20.8M Buy
250,195
+3,211
+1% +$281K 0.18% 169
2021
Q2 		$22.2M Sell
246,984
-9,293
-4% -$856K 0.2% 163
2021
Q1 		$22.8M Sell
256,277
-107,523
-30% -$9M 0.22% 153
2020
Q4 		$28M Sell
363,800
-379
-0.1% -$26.3K 0.3% 121
2020
Q3 		$20.9M Buy
364,179
+18,008
+5% +$988K 0.26% 130
2020
Q2 		$17.2M Buy
346,171
+30,263
+10% +$1.48M 0.23% 141
2020
Q1 		$16M Buy
315,908
+6,295
+2% +$383K 0.26% 123
2019
Q4 		$21.7M Buy
309,613
+6,755
+2% +$458K 0.25% 124
2019
Q3 		$19.3M Buy
302,858
+65,326
+28% +$4M 0.24% 128
2019
Q2 		$14.1M Buy
237,532
+297
+0.1% +$18.3K 0.18% 165
2019
Q1 		$15.4M Buy
237,235
+4,694
+2% +$287K 0.21% 142
2018
Q4 		$12.8M Sell
232,541
-12,210
-5% -$750K 0.2% 149
2018
Q3 		$17.5M Sell
244,751
-13,197
-5% -$839K 0.24% 124
2018
Q2 		$15.2M Buy
257,948
+57,851
+29% +$3.31M 0.22% 138
2018
Q1 		$10.6M Buy
+200,097
New +$11.4M 0.16% 178

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
SAM
Scopus Asset Management New York $3.19B AUM 36.85% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return