CM
FWRD icon

CS McKee’s Forward Air FWRD Stock Holding History

CS McKee’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
2019
Q4 		$1.84M Buy
26,360
+210
+0.8% +$14.2K 0.17% 68
2019
Q3 		$1.67M Hold
26,150
– – 0.15% 69
2019
Q2 		$1.55M Sell
26,150
-2,200
-8% -$135K 0.14% 69
2019
Q1 		$1.83M Sell
28,350
-800
-3% -$49K 0.16% 67
2018
Q4 		$1.6M Hold
29,150
– – 0.16% 70
2018
Q3 		$2.09M Hold
29,150
– – 0.17% 69
2018
Q2 		$1.72M Sell
29,150
-2,700
-8% -$155K 0.15% 75
2018
Q1 		$1.68M Sell
31,850
-1,100
-3% -$62.7K 0.13% 74
2017
Q4 		$1.89M Buy
32,950
+100
+0.3% +$5.72K 0.14% 69
2017
Q3 		$1.88M Buy
32,850
+550
+2% +$29K 0.15% 67
2017
Q2 		$1.72M Buy
32,300
+300
+0.9% +$15.3K 0.14% 70
2017
Q1 		$1.52M Sell
32,000
-300
-0.9% -$14.5K 0.12% 72
2016
Q4 		$1.53M Sell
32,300
-2,800
-8% -$128K 0.12% 73
2016
Q3 		$1.52M Sell
35,100
-4,550
-11% -$207K 0.1% 71
2016
Q2 		$1.77M Sell
39,650
-35,310
-47% -$1.59M 0.08% 69
2016
Q1 		$3.4M Sell
74,960
-91,640
-55% -$3.86M 0.12% 70
2015
Q4 		$7.17M Sell
166,600
-530
-0.3% -$23.8K 0.23% 68
2015
Q3 		$6.93M Sell
167,130
-14,440
-8% -$682K 0.23% 72
2015
Q2 		$9.49M Sell
181,570
-7,118
-4% -$375K 0.26% 69
2015
Q1 		$10.2M Sell
188,688
-29,605
-14% -$1.51M 0.27% 67
2014
Q4 		$11M Sell
218,293
-110,768
-34% -$5.32M 0.27% 71
2014
Q3 		$14.8M Sell
329,061
-58,020
-15% -$2.71M 0.34% 70
2014
Q2 		$18.4M Sell
387,081
-76,840
-17% -$3.45M 0.39% 67
2014
Q1 		$21.4M Sell
463,921
-52,295
-10% -$2.31M 0.46% 61
2013
Q4 		$22.7M Sell
516,216
-344,590
-40% -$14.3M 0.44% 63
2013
Q3 		$34.7M Sell
860,806
-55,120
-6% -$2.1M 0.59% 57
2013
Q2 		$35.1M Buy
+915,926
New +$34.7M 0.6% 55

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CS McKee's FWRD Position: Q4 2019 in Review

CS McKee increased its Forward Air (FWRD) stake by 0.8% in Q4 2019, buying an estimated $14.2K and bringing the position to 26,360 shares worth $1.84M. The position accounts for 0.17% of the portfolio, ranked #68.

CS McKee first reported a position in FWRD in Q2 2013 and has held it in 27 quarters since. The position peaked at $35.1M in Q2 2013. 237 funds tracked by Wall St. Rank hold FWRD as of Q4 2019.

  • CS McKee held 26,360 shares of Forward Air worth $1.84M as of Q4 2019.
  • CS McKee bought 210 Forward Air shares in Q4 2019, an estimated $14.2K.
  • Forward Air made up 0.17% of CS McKee's portfolio in Q4 2019, its #68 holding.
  • CS McKee first reported a position in Forward Air in Q2 2013 and has held it in 27 quarters since.
  • CS McKee's Forward Air position peaked at $35.1M in Q2 2013.
  • 237 funds tracked by Wall St. Rank held Forward Air as of Q4 2019.

Based on CS McKee's 13F filing for Q4 2019, filed 14 Feb 2020.