Dean Investment Associates’s Forward Air FWRD Stock Holding History

Dean Investment Associates’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 Q2	–	Sell	-49,790	Closed	-$2.52M	–	224
2020 Q1	$2.52M	Buy	49,790 +4,240	+9%	+$258K	0.54%	78
2019 Q4	$3.19M	Sell	45,550 -16,055	-26%	-$1.09M	0.5%	89
2019 Q3	$3.92M	Sell	61,605 -5,880	-9%	-$360K	0.58%	72
2019 Q2	$3.99M	Buy	67,485 +42,235	+167%	+$2.6M	0.57%	80
2019 Q1	$1.63M	Sell	25,250 -44,555	-64%	-$2.73M	0.24%	138
2018 Q4	$3.83M	Buy	69,805 +27,415	+65%	+$1.69M	0.61%	76
2018 Q3	$3.04M	Sell	42,390 -20,295	-32%	-$1.29M	0.42%	108
2018 Q2	$3.7M	Sell	62,685 -2,355	-4%	-$135K	0.55%	85
2018 Q1	$3.44M	Buy	+65,040	New	+$3.7M	0.51%	95
2016 Q4	–	Sell	-74,695	Closed	-$3.23M	–	204
2016 Q3	$3.23M	Buy	+74,695	New	+$3.39M	0.6%	80
2015 Q2	–	Sell	-19,770	Closed	-$1.07M	–	235
2015 Q1	$1.07M	Buy	+19,770	New	+$1.01M	0.25%	123

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dean Investment Associates's FWRD Position: Q2 2020 in Review

Dean Investment Associates sold out of Forward Air (FWRD) in Q2 2020, closing a stake of 49,790 shares — an estimated $2.52M sold.

Dean Investment Associates first reported a position in FWRD in Q1 2015 and held it in 11 quarters. The position peaked at $3.99M in Q2 2019. 206 funds tracked by Wall St. Rank hold FWRD as of Q2 2020.

Dean Investment Associates reported no remaining Forward Air position as of Q2 2020 after selling out during the quarter.
Dean Investment Associates sold 49,790 Forward Air shares in Q2 2020, an estimated $2.52M.
Dean Investment Associates first reported a position in Forward Air in Q1 2015 and held it in 11 quarters.
Dean Investment Associates's Forward Air position peaked at $3.99M in Q2 2019.
206 funds tracked by Wall St. Rank held Forward Air as of Q2 2020.

Based on Dean Investment Associates's 13F filing for Q2 2020, filed 14 Aug 2020.