CGH
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Crossmark Global Holdings’s Forward Air FWRD Stock Holding History

Crossmark Global Holdings’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
Q1 		– Sell
-4,651
Closed -$293K – 1336
2023
Q4 		$293K Buy
4,651
+7
+0.2% +$471 0.01% 1075
2023
Q3 		$338K Buy
4,644
+110
+2% +$9.68K 0.01% 959
2023
Q2 		$541K Sell
4,534
-342
-7% -$35K 0.01% 822
2023
Q1 		$526K Buy
4,876
+180
+4% +$18.9K 0.01% 797
2022
Q4 		$492K Buy
4,696
+208
+5% +$21.8K 0.01% 797
2022
Q3 		$405K Buy
4,488
+2,228
+99% +$219K 0.01% 850
2022
Q2 		$208K Sell
2,260
-180
-7% -$16.7K 0.01% 1200
2022
Q1 		$238K Buy
2,440
+110
+5% +$11.6K 0.01% 1231
2021
Q4 		$282K Sell
2,330
-2,440
-51% -$250K 0.01% 1171
2021
Q3 		$396K Sell
4,770
-60
-1% -$5.25K 0.01% 1036
2021
Q2 		$433K Buy
4,830
+30
+0.6% +$2.77K 0.01% 1004
2021
Q1 		$426K Buy
4,800
+370
+8% +$31K 0.01% 986
2020
Q4 		$340K Buy
4,430
+400
+10% +$27.7K 0.01% 1028
2020
Q3 		$231K Sell
4,030
-190
-5% -$10.4K 0.01% 1162
2020
Q2 		$210K Buy
+4,220
New +$207K 0.01% 1213
2020
Q1 		– Sell
-3,340
Closed -$234K – 1311
2019
Q4 		$234K Buy
+3,340
New +$226K 0.01% 1265
2018
Q4 		– Sell
-5,943
Closed -$426K – 1457
2018
Q3 		$426K Buy
5,943
+150
+3% +$9.54K 0.01% 1072
2018
Q2 		$342K Buy
5,793
+100
+2% +$5.72K 0.01% 1205
2018
Q1 		$301K Sell
5,693
-1,003
-15% -$57.1K 0.01% 1267
2017
Q4 		$385K Buy
6,696
+1,343
+25% +$76.8K 0.01% 1192
2017
Q3 		$306K Buy
+5,353
New +$283K 0.01% 1301
2016
Q3 		$306K Buy
+5,353
New +$243K 0.01% 1301

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Crossmark Global Holdings's FWRD Position: Q1 2024 in Review

Crossmark Global Holdings sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 4,651 shares — an estimated $293K sold.

Crossmark Global Holdings first reported a position in FWRD in Q3 2016 and held it in 22 quarters. The position peaked at $541K in Q2 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • Crossmark Global Holdings reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • Crossmark Global Holdings sold 4,651 Forward Air shares in Q1 2024, an estimated $293K.
  • Crossmark Global Holdings first reported a position in Forward Air in Q3 2016 and held it in 22 quarters.
  • Crossmark Global Holdings's Forward Air position peaked at $541K in Q2 2023.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Crossmark Global Holdings's 13F filing for Q1 2024, filed 13 May 2024.