Forum Financial Management LP Reports Major Portfolio Changes

Portfolio Update: Forum Financial Management, LP disclosed significant stock moves in its latest filing. Notably, the fund has trimmed stakes in heavyweights like Apple and Amgen, which may influence their stock prices.

Date: 14-02-2025

AI Rating: 4

Changes in Holdings
Forum Financial Management, LP has made considerable adjustments to its portfolio, which can impact the stock prices of several companies due to the scale of share decreases. The most notable decreases include:

A complete exit from $AMGN, selling -350,373 shares (~$91.3M).
A total sell-off of $AAPL with -304,477 shares (~$76.2M).
A full liquidation of $AMZN with -103,597 shares (~$22.7M).
Substantial reductions in $OSBC by -990,376 shares (~$17.6M).

These drastic changes suggest a negative sentiment towards these companies from the fund's perspective, potentially influencing investor behavior and stock performance.
Minor Adjustments
Conversely, $TLH saw an increase with 235,655 shares added (~$23.5M), reflecting a modest positive alignment with its prospects.

Overall, the majority of adjustments indicate a pullback from significant positions, which investors generally read as caution about the outlook for these companies.

Stocks: AMGN AAPL DFAC TLH AMZN OSBC