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Disciplined Investments’s BorgWarner BWA Stock Holding History

Disciplined Investments’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
-55
Closed -$2.35K – 307
2023
Q2 		$2.35K Sell
55
-2
-4% -$82 ﹤0.01% 603
2023
Q1 		$2.46K Buy
57
+2
+4% +$83 ﹤0.01% 594
2022
Q4 		$1.93K Sell
55
-6
-10% -$204 ﹤0.01% 635
2022
Q3 		$2K Buy
61
+4
+7% +$129 ﹤0.01% 587
2022
Q2 		$2K Buy
57
+14
+33% +$461 ﹤0.01% 615
2022
Q1 		$1K Buy
+43
New +$1.61K ﹤0.01% 889

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Disciplined Investments's BWA Position: Q3 2023 in Review

Disciplined Investments sold out of BorgWarner (BWA) in Q3 2023, closing a stake of 55 shares — an estimated $2.35K sold.

Disciplined Investments first reported a position in BWA in Q1 2022 and held it in 6 quarters. The position peaked at $2.46K in Q1 2023. 682 funds tracked by Wall St. Rank hold BWA as of Q3 2023.

  • Disciplined Investments reported no remaining BorgWarner position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 55 BorgWarner shares in Q3 2023, an estimated $2.35K.
  • Disciplined Investments first reported a position in BorgWarner in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's BorgWarner position peaked at $2.46K in Q1 2023.
  • 682 funds tracked by Wall St. Rank held BorgWarner as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.