CFO4Life Group’s BorgWarner BWA Stock Holding History

CFO4Life Group’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	-13,964	Closed	-$564K	–	189
2023 Q3	$564K	Sell	13,964 -1,913	-12%	-$81K	0.13%	95
2023 Q2	$684K	Sell	15,877 -15	-0.1%	-$617	0.15%	76
2023 Q1	$687K	Buy	+15,892	New	+$658K	0.16%	72
2018 Q3	–	Sell	-11,226	Closed	-$427K	–	129
2018 Q2	$427K	Buy	+11,226	New	+$495K	0.18%	83

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFO4Life Group's BWA Position: Q4 2023 in Review

CFO4Life Group sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 13,964 shares — an estimated $564K sold.

CFO4Life Group first reported a position in BWA in Q2 2018 and held it in 4 quarters. The position peaked at $687K in Q1 2023. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

CFO4Life Group reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
CFO4Life Group sold 13,964 BorgWarner shares in Q4 2023, an estimated $564K.
CFO4Life Group first reported a position in BorgWarner in Q2 2018 and held it in 4 quarters.
CFO4Life Group's BorgWarner position peaked at $687K in Q1 2023.
677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on CFO4Life Group's 13F filing for Q4 2023, filed 24 Jan 2024.