Harbour Investments’s BorgWarner BWA Stock Holding History

Harbour Investments’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
2026 Q1	$3.13K	Buy	57 +44	+338%	+$2.32K	﹤0.01%	3766
2025 Q4	$590	Sell	13 -353	-96%	-$15.5K	﹤0.01%	3531
2025 Q3	$16.1K	Buy	366 +22	+6%	+$879	﹤0.01%	2461
2025 Q2	$11.5K	Sell	344 -227	-40%	-$6.96K	﹤0.01%	2496
2025 Q1	$16.4K	Sell	571 -198	-26%	-$6.01K	﹤0.01%	2279
2024 Q4	$24.4K	Sell	769 -301	-28%	-$10.2K	﹤0.01%	2034
2024 Q3	$38.8K	Buy	1,070 +399	+59%	+$13.2K	﹤0.01%	1784
2024 Q2	$21.6K	Buy	671 +2	+0.3%	+$69	﹤0.01%	1923
2024 Q1	$23.3K	Sell	669 -228	-25%	-$7.46K	﹤0.01%	1890
2023 Q4	$32.1K	Sell	897 -87	-9%	-$3.1K	﹤0.01%	1649
2023 Q3	$39.7K	Sell	984 -686	-41%	-$29.1K	﹤0.01%	1453
2023 Q2	$71.9K	Buy	1,670 +273	+20%	+$11.2K	﹤0.01%	1197
2023 Q1	$60.4K	Buy	1,397 +604	+76%	+$25K	﹤0.01%	1273
2022 Q4	$28.1K	Sell	793 -654	-45%	-$22.2K	﹤0.01%	1536
2022 Q3	$43K	Hold	1,447	–	–	﹤0.01%	1323
2022 Q2	$43K	Buy	+1,447	New	+$47.7K	﹤0.01%	1323
2021 Q4	$44K	Sell	1,101 -719	-40%	-$28.9K	﹤0.01%	1310
2021 Q3	$69K	Sell	1,820 -1,178	-39%	-$46.8K	﹤0.01%	1573
2021 Q2	$128K	Buy	2,998 +1,149	+62%	+$50.6K	﹤0.01%	1265
2021 Q1	$75K	Buy	+1,849	New	+$72.1K	﹤0.01%	1455

Other funds holding BWA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return