PEAK6 Investments’s Forward Air FWRD Stock Holding History

PEAK6 Investments’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 Q4	–	Sell	-2,450	Closed	-$168K	–	4426
2023 Q3	$168K	Buy	+2,450	New	+$216K	﹤0.01%	3168
2022 Q2	–	Sell	-576	Closed	-$53.4K	–	6233
2022 Q1	$56K	Sell	576 -3,701	-87%	-$390K	﹤0.01%	4511
2021 Q4	$518K	Buy	+4,277	New	+$438K	﹤0.01%	3181
2019 Q4	–	Sell	-4,522	Closed	-$288K	–	3610
2019 Q3	$288K	Buy	+4,522	New	+$277K	﹤0.01%	2666

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PEAK6 Investments's FWRD Position: Q4 2023 in Review

PEAK6 Investments sold out of Forward Air (FWRD) in Q4 2023, closing a stake of 2,450 shares — an estimated $168K sold.

PEAK6 Investments first reported a position in FWRD in Q3 2019 and held it in 4 quarters. The position peaked at $518K in Q4 2021. 264 funds tracked by Wall St. Rank hold FWRD as of Q4 2023.

PEAK6 Investments reported no remaining Forward Air position as of Q4 2023 after selling out during the quarter.
PEAK6 Investments sold 2,450 Forward Air shares in Q4 2023, an estimated $168K.
PEAK6 Investments first reported a position in Forward Air in Q3 2019 and held it in 4 quarters.
PEAK6 Investments's Forward Air position peaked at $518K in Q4 2021.
264 funds tracked by Wall St. Rank held Forward Air as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.