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Financial Enhancement Group’s BorgWarner BWA Stock Holding History

Financial Enhancement 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
Q3 		– Sell
-55,676
Closed -$2.11M – 119
2023
Q2 		$2.11M Buy
+55,676
New +$2.29M 0.39% 58
2019
Q2 		– Sell
-341
Closed -$12K – 279
2019
Q1 		$12K Buy
+341
New +$11.8K ﹤0.01% 205

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Financial Enhancement Group's BWA Position: Q3 2023 in Review

Financial Enhancement Group sold out of BorgWarner (BWA) in Q3 2023, closing a stake of 55,676 shares — an estimated $2.11M sold.

Financial Enhancement Group first reported a position in BWA in Q1 2019 and held it in 2 quarters. The position peaked at $2.11M in Q2 2023. 682 funds tracked by Wall St. Rank hold BWA as of Q3 2023.

  • Financial Enhancement Group reported no remaining BorgWarner position as of Q3 2023 after selling out during the quarter.
  • Financial Enhancement Group sold 55,676 BorgWarner shares in Q3 2023, an estimated $2.11M.
  • Financial Enhancement Group first reported a position in BorgWarner in Q1 2019 and held it in 2 quarters.
  • Financial Enhancement Group's BorgWarner position peaked at $2.11M in Q2 2023.
  • 682 funds tracked by Wall St. Rank held BorgWarner as of Q3 2023.

Based on Financial Enhancement Group's 13F filing for Q3 2023, filed 17 Oct 2023.