HRT Financial’s BorgWarner BWA Stock Holding History

HRT Financial’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	–	Sell	-605,113	Closed	-$31.9M	–	3875
2025 Q4	$27.3M	Buy	605,113 +442,545	+272%	+$19.4M	0.11%	168
2025 Q3	$7.15M	Buy	+162,568	New	+$6.5M	0.03%	515
2025 Q2	–	Sell	-73,863	Closed	-$2.12M	–	2690
2025 Q1	$2.12M	Buy	73,863 +15,148	+26%	+$460K	0.02%	791
2024 Q4	$1.87M	Buy	+58,715	New	+$2M	0.01%	764
2024 Q3	–	Sell	-101,924	Closed	-$3.29M	–	2472
2024 Q2	$3.29M	Buy	+101,924	New	+$3.53M	0.02%	536
2024 Q1	–	Sell	-18,189	Closed	-$652K	–	2379
2023 Q4	$652K	Buy	+18,189	New	+$649K	﹤0.01%	1218
2022 Q4	–	Sell	-112,483	Closed	-$3.11M	–	2521
2022 Q3	$3.11M	Buy	+112,483	New	+$3.63M	0.03%	445
2021 Q3	–	Sell	-29,625	Closed	-$1.26M	–	3314
2021 Q2	$1.26M	Buy	+29,625	New	+$1.3M	0.01%	875
2020 Q4	–	Sell	-265,245	Closed	-$9.04M	–	1888
2020 Q3	$9.04M	Buy	265,245 +258,749	+3,983%	+$8.9M	0.29%	66
2020 Q2	$201K	Buy	+6,496	New	+$171K	0.01%	1157
2018 Q3	–	Sell	-7,942	Closed	-$301K	–	413
2018 Q2	$301K	Buy	+7,942	New	+$350K	0.13%	154

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