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C.M. Bidwell & Associates’s BorgWarner BWA Stock Holding History

C.M. Bidwell & Associates’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
2023
Q3 		– Sell
-2,726
Closed -$117K – 529
2023
Q2 		$117K Hold
2,726
– – 0.09% 207
2023
Q1 		$118K Sell
2,726
-6
-0.2% -$248 0.09% 208
2022
Q4 		$96.8K Hold
2,732
– – 0.08% 226
2022
Q3 		$76K Buy
+2,732
New +$88.1K 0.06% 247
2021
Q2 		– Sell
-3,152
Closed -$129K – 570
2021
Q1 		$129K Sell
3,152
-52
-2% -$2.03K 0.09% 196
2020
Q4 		$109K Buy
+3,204
New +$109K 0.09% 217

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

C.M. Bidwell & Associates's BWA Position: Q3 2023 in Review

C.M. Bidwell & Associates sold out of BorgWarner (BWA) in Q3 2023, closing a stake of 2,726 shares — an estimated $117K sold.

C.M. Bidwell & Associates first reported a position in BWA in Q4 2020 and held it in 6 quarters. The position peaked at $129K in Q1 2021. 682 funds tracked by Wall St. Rank hold BWA as of Q3 2023.

  • C.M. Bidwell & Associates reported no remaining BorgWarner position as of Q3 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,726 BorgWarner shares in Q3 2023, an estimated $117K.
  • C.M. Bidwell & Associates first reported a position in BorgWarner in Q4 2020 and held it in 6 quarters.
  • C.M. Bidwell & Associates's BorgWarner position peaked at $129K in Q1 2021.
  • 682 funds tracked by Wall St. Rank held BorgWarner as of Q3 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.