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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

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State Street
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Victory Capital Management
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Morgan Stanley
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Dimensional Fund Advisors
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return