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Catalyst Capital Advisors’s BorgWarner BWA Stock Holding History

Catalyst Capital Advisors’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
Q4 		– Sell
-67,175
Closed -$2.71M – 385
2023
Q3 		$2.71M Sell
67,175
-3,541
-5% -$150K 0.08% 95
2023
Q2 		$3.04M Sell
70,716
-3,862
-5% -$159K 0.09% 93
2023
Q1 		$3.22M Buy
+74,578
New +$3.09M 0.1% 88

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Catalyst Capital Advisors's BWA Position: Q4 2023 in Review

Catalyst Capital Advisors sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 67,175 shares — an estimated $2.71M sold.

Catalyst Capital Advisors first reported a position in BWA in Q1 2023 and held it in 3 quarters. The position peaked at $3.22M in Q1 2023. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Catalyst Capital Advisors reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Catalyst Capital Advisors sold 67,175 BorgWarner shares in Q4 2023, an estimated $2.71M.
  • Catalyst Capital Advisors first reported a position in BorgWarner in Q1 2023 and held it in 3 quarters.
  • Catalyst Capital Advisors's BorgWarner position peaked at $3.22M in Q1 2023.
  • 677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Catalyst Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.