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Denali Advisors’s BorgWarner BWA Stock Holding History

Denali 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
2022
Q3 		– Sell
-341
Closed -$10K – 362
2022
Q2 		$10K Hold
341
– – ﹤0.01% 328
2022
Q1 		$12K Hold
341
– – ﹤0.01% 329
2021
Q4 		$14K Hold
341
– – 0.01% 328
2021
Q3 		$13K Buy
+341
New +$13.6K 0.01% 227

Other funds holding BWA

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Denali Advisors's BWA Position: Q3 2022 in Review

Denali Advisors sold out of BorgWarner (BWA) in Q3 2022, closing a stake of 341 shares — an estimated $10K sold.

Denali Advisors first reported a position in BWA in Q3 2021 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 601 funds tracked by Wall St. Rank hold BWA as of Q3 2022.

  • Denali Advisors reported no remaining BorgWarner position as of Q3 2022 after selling out during the quarter.
  • Denali Advisors sold 341 BorgWarner shares in Q3 2022, an estimated $10K.
  • Denali Advisors first reported a position in BorgWarner in Q3 2021 and held it in 4 quarters.
  • Denali Advisors's BorgWarner position peaked at $14K in Q4 2021.
  • 601 funds tracked by Wall St. Rank held BorgWarner as of Q3 2022.

Based on Denali Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.