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Scopus Asset Management’s Forward Air FWRD Stock Holding History

Scopus Asset Management’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
Q4 		– Sell
-750,000
Closed -$26.6M – 249
2024
Q3 		$26.6M Buy
+750,000
New +$21.3M 0.47% 70
2023
Q3 		– Sell
-75,000
Closed -$7.96M – 221
2023
Q2 		$7.96M Buy
+75,000
New +$7.68M 0.22% 133
2021
Q3 		– Sell
-150,000
Closed -$13.5M – 388
2021
Q2 		$13.5M Buy
+150,000
New +$13.8M 0.18% 153

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Scopus Asset Management's FWRD Position: Q4 2024 in Review

Scopus Asset Management sold out of Forward Air (FWRD) in Q4 2024, closing a stake of 1,300,495 shares — an estimated $46M sold.

Scopus Asset Management first reported a position in FWRD in Q2 2014 and held it in 13 quarters. The position peaked at $46M in Q3 2024. 210 funds tracked by Wall St. Rank hold FWRD as of Q4 2024.

  • Scopus Asset Management reported no remaining Forward Air position as of Q4 2024 after selling out during the quarter.
  • Scopus Asset Management sold 1,300,495 Forward Air shares in Q4 2024, an estimated $46M.
  • Scopus Asset Management first reported a position in Forward Air in Q2 2014 and held it in 13 quarters.
  • Scopus Asset Management's Forward Air position peaked at $46M in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Forward Air as of Q4 2024.

Based on Scopus Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.