PSAMP
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P. Schoenfeld Asset Management (PSAM)’s Forward Air FWRD Stock Holding History

P. Schoenfeld Asset Management (PSAM)’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
Q1 		– Sell
-275,800
Closed -$17.3M – 41
2023
Q4 		$17.3M Buy
275,800
+75,800
+38% +$5.1M 4.05% 9
2023
Q3 		$13.7M Buy
+200,000
New +$17.6M 1.11% 24

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

P. Schoenfeld Asset Management (PSAM)'s FWRD Position: Q1 2024 in Review

P. Schoenfeld Asset Management (PSAM) sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 387,348 shares — an estimated $24.4M sold.

P. Schoenfeld Asset Management (PSAM) first reported a position in FWRD in Q3 2023 and held it in 2 quarters. The position peaked at $24.4M in Q4 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • P. Schoenfeld Asset Management (PSAM) reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • P. Schoenfeld Asset Management (PSAM) sold 387,348 Forward Air shares in Q1 2024, an estimated $24.4M.
  • P. Schoenfeld Asset Management (PSAM) first reported a position in Forward Air in Q3 2023 and held it in 2 quarters.
  • P. Schoenfeld Asset Management (PSAM)'s Forward Air position peaked at $24.4M in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on P. Schoenfeld Asset Management (PSAM)'s 13F filing for Q1 2024, filed 15 May 2024.