Susquehanna Fundamental Investments’s Forward Air FWRD Stock Holding History

Susquehanna Fundamental 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 Q2	–	Sell	-13,270	Closed	-$1.43M	–	737
2023 Q1	$1.43M	Hold	13,270	–	–	0.03%	450
2022 Q4	$1.39M	Sell	13,270 -3,857	-23%	-$405K	0.02%	576
2022 Q3	$1.55M	Buy	+17,127	New	+$1.68M	0.03%	664
2022 Q1	$1.61M	Sell	16,483 -3,226	-16%	-$340K	0.03%	663
2021 Q4	$2.39M	Buy	19,709 +5,163	+35%	+$528K	0.06%	372
2021 Q3	$1.21M	Sell	14,546 -4,069	-22%	-$356K	0.02%	788
2021 Q2	$1.67M	Sell	18,615 -5,600	-23%	-$516K	0.03%	660
2021 Q1	$2.15M	Hold	24,215	–	–	0.04%	614
2020 Q4	$1.86M	Buy	24,215 +2,615	+12%	+$181K	0.03%	648
2020 Q3	$1.24M	Buy	21,600 +13,400	+163%	+$735K	0.04%	569
2020 Q2	$409K	Buy	+8,200	New	+$402K	0.02%	669

Other funds holding FWRD

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

Susquehanna Fundamental Investments's FWRD Position: Q2 2023 in Review

Susquehanna Fundamental Investments sold out of Forward Air (FWRD) in Q2 2023, closing a stake of 13,270 shares — an estimated $1.43M sold.

Susquehanna Fundamental Investments first reported a position in FWRD in Q2 2020 and held it in 11 quarters. The position peaked at $2.39M in Q4 2021. 245 funds tracked by Wall St. Rank hold FWRD as of Q2 2023.

Susquehanna Fundamental Investments reported no remaining Forward Air position as of Q2 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 13,270 Forward Air shares in Q2 2023, an estimated $1.43M.
Susquehanna Fundamental Investments first reported a position in Forward Air in Q2 2020 and held it in 11 quarters.
Susquehanna Fundamental Investments's Forward Air position peaked at $2.39M in Q4 2021.
245 funds tracked by Wall St. Rank held Forward Air as of Q2 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2023, filed 11 Aug 2023.