Great Diamond Partners’s Forward Air FWRD Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-534	Closed	-$37K	–	306
2019 Q4	$37K	Buy	+534	New	+$36.2K	0.01%	352

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

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

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

ACH

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

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Great Diamond Partners's FWRD Position: Q1 2020 in Review

Great Diamond Partners sold out of Forward Air (FWRD) in Q1 2020, closing a stake of 534 shares — an estimated $37K sold.

Great Diamond Partners first reported a position in FWRD in Q4 2019 and held it in 1 quarter. The position peaked at $37K in Q4 2019. 216 funds tracked by Wall St. Rank hold FWRD as of Q1 2020.

Great Diamond Partners reported no remaining Forward Air position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 534 Forward Air shares in Q1 2020, an estimated $37K.
Great Diamond Partners first reported a position in Forward Air in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Forward Air position peaked at $37K in Q4 2019.
216 funds tracked by Wall St. Rank held Forward Air as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.