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FWRD icon

Sun Life Financial’s Forward Air FWRD Stock Holding History

Sun Life Financial’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 		– Sell
-4,131
Closed -$263K – 505
2019
Q3 		$263K Buy
4,131
+23
+0.6% +$1.41K 0.07% 160
2019
Q2 		$243K Buy
4,108
+841
+26% +$51.7K 0.06% 161
2019
Q1 		$211K Buy
3,267
+836
+34% +$51.2K 0.05% 189
2018
Q4 		$133K Buy
2,431
+12
+0.5% +$738 0.03% 253
2018
Q3 		$173K Buy
2,419
+15
+0.6% +$954 0.03% 254
2018
Q2 		$142K Buy
+2,404
New +$138K 0.02% 274

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

Sun Life Financial's FWRD Position: Q4 2019 in Review

Sun Life Financial sold out of Forward Air (FWRD) in Q4 2019, closing a stake of 4,131 shares — an estimated $263K sold.

Sun Life Financial first reported a position in FWRD in Q2 2018 and held it in 6 quarters. The position peaked at $263K in Q3 2019. 237 funds tracked by Wall St. Rank hold FWRD as of Q4 2019.

  • Sun Life Financial reported no remaining Forward Air position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 4,131 Forward Air shares in Q4 2019, an estimated $263K.
  • Sun Life Financial first reported a position in Forward Air in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Forward Air position peaked at $263K in Q3 2019.
  • 237 funds tracked by Wall St. Rank held Forward Air as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.