Kelly Financial Services’s BorgWarner BWA Stock Holding History

Kelly Financial 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 Q2	–	Sell	-65	Closed	-$2.8K	–	728
2023 Q1	$2.8K	Buy	+65	New	+$2.69K	﹤0.01%	492

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelly Financial Services's BWA Position: Q2 2023 in Review

Kelly Financial Services sold out of BorgWarner (BWA) in Q2 2023, closing a stake of 65 shares — an estimated $2.8K sold.

Kelly Financial Services first reported a position in BWA in Q1 2023 and held it in 1 quarter. The position peaked at $2.8K in Q1 2023. 728 funds tracked by Wall St. Rank hold BWA as of Q2 2023.

Kelly Financial Services reported no remaining BorgWarner position as of Q2 2023 after selling out during the quarter.
Kelly Financial Services sold 65 BorgWarner shares in Q2 2023, an estimated $2.8K.
Kelly Financial Services first reported a position in BorgWarner in Q1 2023 and held it in 1 quarter.
Kelly Financial Services's BorgWarner position peaked at $2.8K in Q1 2023.
728 funds tracked by Wall St. Rank held BorgWarner as of Q2 2023.

Based on Kelly Financial Services's 13F filing for Q2 2023, filed 17 Jul 2024.