EdgeRock Capital’s BorgWarner BWA Stock Holding History

EdgeRock Capital’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
2024 Q1	–	Sell	-868	Closed	-$29.6K	–	112
2023 Q4	$29.6K	Buy	+868	New	+$31K	0.02%	150

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EdgeRock Capital's BWA Position: Q1 2024 in Review

EdgeRock Capital sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 868 shares — an estimated $29.6K sold.

EdgeRock Capital first reported a position in BWA in Q4 2023 and held it in 1 quarter. The position peaked at $29.6K in Q4 2023. 655 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

EdgeRock Capital reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
EdgeRock Capital sold 868 BorgWarner shares in Q1 2024, an estimated $29.6K.
EdgeRock Capital first reported a position in BorgWarner in Q4 2023 and held it in 1 quarter.
EdgeRock Capital's BorgWarner position peaked at $29.6K in Q4 2023.
655 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on EdgeRock Capital's 13F filing for Q1 2024, filed 15 May 2024.