Wellington Management Group
FWRD icon

Wellington Management Group’s Forward Air FWRD Stock Holding History

Wellington Management Group’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
Q4 		– Sell
-213,259
Closed -$12.2M – 1951
2020
Q3 		$12.2M Sell
213,259
-920,652
-81% -$50.5M ﹤0.01% 1051
2020
Q2 		$56.5M Sell
1,133,911
-24,735
-2% -$1.21M 0.01% 669
2020
Q1 		$58.7M Buy
1,158,646
+163,714
+16% +$9.95M 0.02% 588
2019
Q4 		$69.6M Sell
994,932
-66,629
-6% -$4.51M 0.01% 673
2019
Q3 		$67.6M Sell
1,061,561
-117,988
-10% -$7.23M 0.02% 636
2019
Q2 		$69.8M Buy
1,179,549
+26,430
+2% +$1.63M 0.02% 661
2019
Q1 		$74.6M Sell
1,153,119
-8,588
-0.7% -$526K 0.02% 627
2018
Q4 		$63.7M Sell
1,161,707
-11,115
-0.9% -$683K 0.02% 649
2018
Q3 		$84.1M Sell
1,172,822
-3,940
-0.3% -$251K 0.02% 635
2018
Q2 		$69.5M Buy
1,176,762
+27,947
+2% +$1.6M 0.02% 693
2018
Q1 		$60.7M Sell
1,148,815
-8,261
-0.7% -$471K 0.01% 718
2017
Q4 		$66.5M Buy
1,157,076
+31,855
+3% +$1.82M 0.01% 684
2017
Q3 		$64.4M Buy
1,125,221
+9,845
+0.9% +$520K 0.01% 677
2017
Q2 		$59.4M Buy
1,115,376
+30,197
+3% +$1.54M 0.01% 679
2017
Q1 		$51.6M Buy
1,085,179
+6,690
+0.6% +$324K 0.01% 715
2016
Q4 		$51.1M Buy
1,078,489
+65,396
+6% +$2.99M 0.01% 708
2016
Q3 		$43.8M Buy
1,013,093
+188,700
+23% +$8.57M 0.01% 734
2016
Q2 		$36.7M Buy
824,393
+18,399
+2% +$829K 0.01% 762
2016
Q1 		$36.5M Buy
805,994
+782,000
+3,259% +$32.9M 0.01% 757
2015
Q4 		$1.03M Buy
+23,994
New +$1.08M ﹤0.01% 1822

Other funds holding FWRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group's FWRD Position: Q4 2020 in Review

Wellington Management Group sold out of Forward Air (FWRD) in Q4 2020, closing a stake of 213,259 shares — an estimated $12.2M sold.

Wellington Management Group first reported a position in FWRD in Q4 2015 and held it in 20 quarters. The position peaked at $84.1M in Q3 2018. 199 funds tracked by Wall St. Rank hold FWRD as of Q4 2020.

  • Wellington Management Group reported no remaining Forward Air position as of Q4 2020 after selling out during the quarter.
  • Wellington Management Group sold 213,259 Forward Air shares in Q4 2020, an estimated $12.2M.
  • Wellington Management Group first reported a position in Forward Air in Q4 2015 and held it in 20 quarters.
  • Wellington Management Group's Forward Air position peaked at $84.1M in Q3 2018.
  • 199 funds tracked by Wall St. Rank held Forward Air as of Q4 2020.

Based on Wellington Management Group's 13F filing for Q4 2020, filed 12 Feb 2021.