Hauser Brothers’s Forward Air FWRD Stock Holding History

Hauser Brothers’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
2024 Q3	–	Sell	-140,500	Closed	-$2.68M	–	11
2024 Q2	$2.68M	Buy	140,500 +38,486	+38%	+$795K	2.2%	8
2024 Q1	$3.17M	Buy	+102,014	New	+$4.27M	2.33%	8

Other funds holding FWRD

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

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

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Hauser Brothers's FWRD Position: Q3 2024 in Review

Hauser Brothers sold out of Forward Air (FWRD) in Q3 2024, closing a stake of 140,500 shares — an estimated $2.68M sold.

Hauser Brothers first reported a position in FWRD in Q1 2024 and held it in 2 quarters. The position peaked at $3.17M in Q1 2024. 208 funds tracked by Wall St. Rank hold FWRD as of Q3 2024.

Hauser Brothers reported no remaining Forward Air position as of Q3 2024 after selling out during the quarter.
Hauser Brothers sold 140,500 Forward Air shares in Q3 2024, an estimated $2.68M.
Hauser Brothers first reported a position in Forward Air in Q1 2024 and held it in 2 quarters.
Hauser Brothers's Forward Air position peaked at $3.17M in Q1 2024.
208 funds tracked by Wall St. Rank held Forward Air as of Q3 2024.

Based on Hauser Brothers's 13F filing for Q3 2024, filed 14 Nov 2024.