Ken Fisher
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Ken Fisher’s BorgWarner BWA Stock Holding History

Ken Fisher’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
-145
Closed -$5.85K – 1002
2023
Q3 		$5.85K Sell
145
-20
-12% -$847 ﹤0.01% 1112
2023
Q2 		$7.09K Hold
165
– – ﹤0.01% 1112
2023
Q1 		$7.12K Buy
+165
New +$6.83K ﹤0.01% 1067
2018
Q2 		– Sell
-90,596
Closed -$4.01M – 810
2018
Q1 		$4.01M Sell
90,596
-1,235
-1% -$57.4K 0.01% 454
2017
Q4 		$4.13M Sell
91,831
-90,701
-50% -$4.19M 0.01% 448
2017
Q3 		$8.23M Sell
182,532
-1,652
-0.9% -$67.5K 0.01% 342
2017
Q2 		$6.87M Sell
184,184
-11,617
-6% -$421K 0.01% 349
2017
Q1 		$7.2M Sell
195,801
-16,196
-8% -$590K 0.01% 323
2016
Q4 		$7.36M Sell
211,997
-17,762
-8% -$573K 0.01% 316
2016
Q3 		$7.12M Sell
229,759
-9,764
-4% -$288K 0.01% 326
2016
Q2 		$6.54M Sell
239,523
-28,929
-11% -$875K 0.01% 327
2016
Q1 		$8.82M Sell
268,452
-9,214
-3% -$273K 0.02% 299
2015
Q4 		$10.6M Sell
277,666
-5,587
-2% -$210K 0.02% 295
2015
Q3 		$10.4M Buy
283,253
+20,903
+8% +$869K 0.02% 286
2015
Q2 		$13.1M Buy
262,350
+2,846
+1% +$152K 0.03% 272
2015
Q1 		$13.8M Buy
259,504
+12,649
+5% +$644K 0.03% 262
2014
Q4 		$11.9M Sell
246,855
-11,641
-5% -$567K 0.02% 275
2014
Q3 		$12M Sell
258,496
-5,790
-2% -$317K 0.03% 255
2014
Q2 		$15.2M Buy
264,286
+25,099
+10% +$1.38M 0.03% 237
2014
Q1 		$12.9M Sell
239,187
-9,183
-4% -$468K 0.03% 238
2013
Q4 		$12.2M Buy
248,370
+118
+0% +$5.46K 0.03% 245
2013
Q3 		$11.1M Buy
248,252
+4,837
+2% +$203K 0.03% 245
2013
Q2 		$9.23M Buy
+243,415
New +$8.56M 0.02% 252

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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 $1.02T AUM 30.18% 1-Year Est. Return

Ken Fisher's BWA Position: Q4 2023 in Review

Ken Fisher sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 145 shares — an estimated $5.85K sold.

Ken Fisher first reported a position in BWA in Q2 2013 and held it in 23 quarters. The position peaked at $15.2M in Q2 2014. 678 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Ken Fisher reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 145 BorgWarner shares in Q4 2023, an estimated $5.85K.
  • Ken Fisher first reported a position in BorgWarner in Q2 2013 and held it in 23 quarters.
  • Ken Fisher's BorgWarner position peaked at $15.2M in Q2 2014.
  • 678 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.