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Industrial Alliance Investment Management’s BorgWarner BWA Stock Holding History

Industrial Alliance 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
Q2 		– Sell
-17,510
Closed -$757K – 213
2023
Q1 		$757K Buy
+17,510
New +$725K 0.02% 323

Other funds holding BWA

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Industrial Alliance Investment Management's BWA Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of BorgWarner (BWA) in Q2 2023, closing a stake of 17,510 shares — an estimated $757K sold.

Industrial Alliance Investment Management first reported a position in BWA in Q1 2023 and held it in 1 quarter. The position peaked at $757K in Q1 2023. 729 funds tracked by Wall St. Rank hold BWA as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining BorgWarner position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 17,510 BorgWarner shares in Q2 2023, an estimated $757K.
  • Industrial Alliance Investment Management first reported a position in BorgWarner in Q1 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's BorgWarner position peaked at $757K in Q1 2023.
  • 729 funds tracked by Wall St. Rank held BorgWarner as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.