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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 $529M AUM 50.26% 1-Year Est. Return
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
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
SAM
Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Boston Trust Walden's FWRD Position: Q3 2024 in Review

Boston Trust Walden sold out of Forward Air (FWRD) in Q3 2024, closing a stake of 32,116 shares — an estimated $611K sold.

Boston Trust Walden first reported a position in FWRD in Q1 2018 and held it in 25 quarters. The position peaked at $30.3M in Q4 2021. 208 funds tracked by Wall St. Rank hold FWRD as of Q3 2024.

  • Boston Trust Walden reported no remaining Forward Air position as of Q3 2024 after selling out during the quarter.
  • Boston Trust Walden sold 32,116 Forward Air shares in Q3 2024, an estimated $611K.
  • Boston Trust Walden first reported a position in Forward Air in Q1 2018 and held it in 25 quarters.
  • Boston Trust Walden's Forward Air position peaked at $30.3M in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Forward Air as of Q3 2024.

Based on Boston Trust Walden's 13F filing for Q3 2024, filed 24 Oct 2024.