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Freedom Investment Management’s BorgWarner BWA Stock Holding History

Freedom Investment 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
2023
Q4 		– Sell
-11,036
Closed -$446K – 750
2023
Q3 		$446K Sell
11,036
-1,223
-10% -$51.8K 0.05% 392
2023
Q2 		$528K Sell
12,259
-2,147
-15% -$88.3K 0.06% 383
2023
Q1 		$623K Buy
+14,406
New +$597K 0.07% 341
2018
Q4 		– Sell
-5,850
Closed -$226K – 777
2018
Q3 		$226K Sell
5,850
-2,057
-26% -$80.8K 0.01% 800
2018
Q2 		$300K Buy
7,907
+2,744
+53% +$121K 0.02% 759
2018
Q1 		$228K Buy
+5,163
New +$240K 0.01% 979

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Freedom Investment Management's BWA Position: Q4 2023 in Review

Freedom Investment Management sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 11,036 shares — an estimated $446K sold.

Freedom Investment Management first reported a position in BWA in Q1 2018 and held it in 6 quarters. The position peaked at $623K in Q1 2023. 678 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Freedom Investment Management reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Freedom Investment Management sold 11,036 BorgWarner shares in Q4 2023, an estimated $446K.
  • Freedom Investment Management first reported a position in BorgWarner in Q1 2018 and held it in 6 quarters.
  • Freedom Investment Management's BorgWarner position peaked at $623K in Q1 2023.
  • 678 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.