HIS
BWA icon

Horizon Investment Services’s BorgWarner BWA Stock Holding History

Horizon Investment Services’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
-63,285
Closed -$2.55M – 110
2023
Q3 		$2.55M Buy
63,285
+1,989
+3% +$84.3K 1.54% 21
2023
Q2 		$2.64M Buy
61,296
+39
+0.1% +$1.6K 1.61% 19
2023
Q1 		$2.65M Buy
+61,257
New +$2.54M 1.7% 17
2018
Q3 		– Sell
-61,182
Closed -$2.32M – 100
2018
Q2 		$2.32M Buy
+61,182
New +$2.7M 1.16% 33
2014
Q4 		– Sell
-5,420
Closed -$251K – 133
2014
Q3 		$251K Buy
5,420
+74
+1% +$4.05K 0.13% 104
2014
Q2 		$307K Buy
5,346
+443
+9% +$24.4K 0.15% 100
2014
Q1 		$268K Buy
+4,903
New +$250K 0.15% 98

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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 $653B AUM 32.41% 1-Year Est. Return