Mercer Global Advisors
FWRD icon

Mercer Global Advisors’s Forward Air FWRD Stock Holding History

Mercer Global Advisors’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
2023
Q1 		– Sell
-2,360
Closed -$248K – 1981
2022
Q4 		$248K Sell
2,360
-469
-17% -$49.2K ﹤0.01% 1600
2022
Q3 		$255K Buy
2,829
+84
+3% +$8.24K ﹤0.01% 1511
2022
Q2 		$252K Sell
2,745
-18
-0.7% -$1.67K ﹤0.01% 1503
2022
Q1 		$270K Buy
2,763
+906
+49% +$95.4K ﹤0.01% 1565
2021
Q4 		$225K Buy
+1,857
New +$190K ﹤0.01% 1599

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mercer Global Advisors's FWRD Position: Q1 2023 in Review

Mercer Global Advisors sold out of Forward Air (FWRD) in Q1 2023, closing a stake of 2,360 shares — an estimated $248K sold.

Mercer Global Advisors first reported a position in FWRD in Q4 2021 and held it in 5 quarters. The position peaked at $270K in Q1 2022. 257 funds tracked by Wall St. Rank hold FWRD as of Q1 2023.

  • Mercer Global Advisors reported no remaining Forward Air position as of Q1 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 2,360 Forward Air shares in Q1 2023, an estimated $248K.
  • Mercer Global Advisors first reported a position in Forward Air in Q4 2021 and held it in 5 quarters.
  • Mercer Global Advisors's Forward Air position peaked at $270K in Q1 2022.
  • 257 funds tracked by Wall St. Rank held Forward Air as of Q1 2023.

Based on Mercer Global Advisors's 13F filing for Q1 2023, filed 16 May 2023.