Elmwood Wealth Management’s BorgWarner BWA Stock Holding History

Elmwood Wealth Management’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
2021 Q2	$8K	Hold	199	–	–	﹤0.01%	264
2021 Q1	$8K	Buy	+199	New	+$7.76K	﹤0.01%	253

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Elmwood Wealth Management's BWA Position: Q2 2021 in Review

Elmwood Wealth Management held its BorgWarner (BWA) position steady in Q2 2021 at 199 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Elmwood Wealth Management first reported a position in BWA in Q1 2021 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold BWA as of Q2 2021.

Elmwood Wealth Management held 199 shares of BorgWarner worth $8K as of Q2 2021.
Elmwood Wealth Management left its BorgWarner share count unchanged in Q2 2021.
BorgWarner made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q2 2021, its #264 holding.
Elmwood Wealth Management first reported a position in BorgWarner in Q1 2021 and has held it in 2 quarters since.
630 funds tracked by Wall St. Rank held BorgWarner as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.