Massachusetts Financial Services
FWRD icon

Massachusetts Financial Services’s Forward Air FWRD Stock Holding History

Massachusetts Financial Services’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
2021
Q3 		– Sell
-25,787
Closed -$2.31M – 918
2021
Q2 		$2.31M Sell
25,787
-212,851
-89% -$19.6M ﹤0.01% 762
2021
Q1 		$21.2M Buy
238,638
+15,574
+7% +$1.3M 0.01% 598
2020
Q4 		$17.1M Buy
223,064
+16,940
+8% +$1.18M 0.01% 607
2020
Q3 		$11.8M Buy
206,124
+3,145
+2% +$173K ﹤0.01% 617
2020
Q2 		$10.1M Buy
202,979
+6,322
+3% +$310K ﹤0.01% 611
2020
Q1 		$9.96M Buy
196,657
+16,507
+9% +$1M ﹤0.01% 592
2019
Q4 		$12.6M Buy
180,150
+27,043
+18% +$1.83M ﹤0.01% 582
2019
Q3 		$9.76M Buy
153,107
+116,650
+320% +$7.15M ﹤0.01% 608
2019
Q2 		$2.16M Buy
36,457
+11,614
+47% +$714K ﹤0.01% 721
2019
Q1 		$1.61M Buy
24,843
+6,854
+38% +$420K ﹤0.01% 743
2018
Q4 		$986K Buy
17,989
+1,402
+8% +$86.2K ﹤0.01% 774
2018
Q3 		$1.19M Sell
16,587
-38
-0.2% -$2.42K ﹤0.01% 774
2018
Q2 		$982K Buy
16,625
+2,278
+16% +$130K ﹤0.01% 775
2018
Q1 		$758K Buy
+14,347
New +$817K ﹤0.01% 787

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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services's FWRD Position: Q3 2021 in Review

Massachusetts Financial Services sold out of Forward Air (FWRD) in Q3 2021, closing a stake of 25,787 shares — an estimated $2.31M sold.

Massachusetts Financial Services first reported a position in FWRD in Q1 2018 and held it in 14 quarters. The position peaked at $21.2M in Q1 2021. 215 funds tracked by Wall St. Rank hold FWRD as of Q3 2021.

  • Massachusetts Financial Services reported no remaining Forward Air position as of Q3 2021 after selling out during the quarter.
  • Massachusetts Financial Services sold 25,787 Forward Air shares in Q3 2021, an estimated $2.31M.
  • Massachusetts Financial Services first reported a position in Forward Air in Q1 2018 and held it in 14 quarters.
  • Massachusetts Financial Services's Forward Air position peaked at $21.2M in Q1 2021.
  • 215 funds tracked by Wall St. Rank held Forward Air as of Q3 2021.

Based on Massachusetts Financial Services's 13F filing for Q3 2021, filed 10 Nov 2021.