AIP
BWA icon

Almanack Investment Partners’s BorgWarner BWA Stock Holding History

Almanack Investment Partners’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-312
Closed -$9K – 323
2022
Q3 		$9K Buy
+312
New +$10.1K ﹤0.01% 484

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Almanack Investment Partners's BWA Position: Q4 2022 in Review

Almanack Investment Partners sold out of BorgWarner (BWA) in Q4 2022, closing a stake of 312 shares — an estimated $9K sold.

Almanack Investment Partners first reported a position in BWA in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 649 funds tracked by Wall St. Rank hold BWA as of Q4 2022.

  • Almanack Investment Partners reported no remaining BorgWarner position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 312 BorgWarner shares in Q4 2022, an estimated $9K.
  • Almanack Investment Partners first reported a position in BorgWarner in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's BorgWarner position peaked at $9K in Q3 2022.
  • 649 funds tracked by Wall St. Rank held BorgWarner as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.