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Carillon Tower Advisers’s Forward Air FWRD Stock Holding History

Carillon Tower Advisers’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
2020
Q4 		$3.77M Sell
49,025
-2,000
-4% -$139K 0.02% 429
2020
Q3 		$2.93M Sell
51,025
-1,675
-3% -$91.9K 0.04% 383
2020
Q2 		$2.63M Sell
52,700
-1,000
-2% -$49.1K 0.02% 418
2020
Q1 		$2.72M Sell
53,700
-5,600
-9% -$340K 0.03% 381
2019
Q4 		$4.15M Sell
59,300
-900
-1% -$61K 0.03% 401
2019
Q3 		$3.84M Buy
+60,200
New +$3.69M 0.03% 415

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carillon Tower Advisers's FWRD Position: Q4 2020 in Review

Carillon Tower Advisers reduced its Forward Air (FWRD) stake by 3.9% in Q4 2020, selling an estimated $139K and leaving 49,025 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #429.

Carillon Tower Advisers first reported a position in FWRD in Q3 2019 and has held it in 6 quarters since. The position peaked at $4.15M in Q4 2019. 199 funds tracked by Wall St. Rank hold FWRD as of Q4 2020.

  • Carillon Tower Advisers held 49,025 shares of Forward Air worth $3.77M as of Q4 2020.
  • Carillon Tower Advisers sold 2,000 Forward Air shares in Q4 2020, an estimated $139K.
  • Forward Air made up 0.02% of Carillon Tower Advisers's portfolio in Q4 2020, its #429 holding.
  • Carillon Tower Advisers first reported a position in Forward Air in Q3 2019 and has held it in 6 quarters since.
  • Carillon Tower Advisers's Forward Air position peaked at $4.15M in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Forward Air as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.