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	-4,000	Closed	-$275K	–	4425
2023 Q3	$275K	Buy	4,000 +1,000	+33%	+$88K	﹤0.01%	2853
2023 Q2	$318K	Buy	+3,000	New	+$307K	﹤0.01%	2538
2022 Q3	–	Sell	-3,000	Closed	-$318K	–	5349
2022 Q2	$318K	Buy	+3,000	New	+$278K	﹤0.01%	4298
2022 Q1	–	Sell	-6,000	Closed	-$727K	–	5456
2021 Q4	$727K	Buy	+6,000	New	+$614K	﹤0.01%	2868
2020 Q3	–	Sell	-3,000	Closed	-$149K	–	4551
2020 Q2	$149K	Buy	+3,000	New	+$147K	﹤0.01%	3592
2018 Q4	–	Sell	-8,000	Closed	-$574K	–	4224
2018 Q3	$574K	Buy	+8,000	New	+$509K	﹤0.01%	2450

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.