Hudson Edge Investment Partners’s BorgWarner BWA Stock Holding History

Hudson Edge Investment Partners’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	-6,785	Closed	-$274K	–	148
2023 Q3	$274K	Buy	+6,785	New	+$287K	0.09%	124
2023 Q2	–	Sell	-7,693	Closed	-$333K	–	124
2023 Q1	$333K	Sell	7,693 -557	-7%	-$23.1K	0.1%	122
2022 Q4	$292K	Sell	8,250 -1,022	-11%	-$34.8K	0.1%	130
2022 Q3	$256K	Sell	9,272 -1,590	-15%	-$51.3K	0.1%	141
2022 Q2	$319K	Sell	10,862 -5,453	-33%	-$180K	0.12%	125
2022 Q1	$559K	Buy	16,315 +1,681	+11%	+$62.8K	0.18%	113
2021 Q4	$581K	Buy	14,634 +349	+2%	+$14K	0.18%	108
2021 Q3	$543K	Buy	14,285 +3,805	+36%	+$151K	0.18%	117
2021 Q2	$448K	Buy	+10,480	New	+$462K	0.14%	123

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hudson Edge Investment Partners's BWA Position: Q4 2023 in Review

Hudson Edge Investment Partners sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 6,785 shares — an estimated $274K sold.

Hudson Edge Investment Partners first reported a position in BWA in Q2 2021 and held it in 9 quarters. The position peaked at $581K in Q4 2021. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

Hudson Edge Investment Partners reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
Hudson Edge Investment Partners sold 6,785 BorgWarner shares in Q4 2023, an estimated $274K.
Hudson Edge Investment Partners first reported a position in BorgWarner in Q2 2021 and held it in 9 quarters.
Hudson Edge Investment Partners's BorgWarner position peaked at $581K in Q4 2021.
677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Hudson Edge Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.