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Kennedy Capital Management’s BorgWarner BWA Stock Holding History

Kennedy Capital 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
Q4 		– Sell
-20,643
Closed -$833K – 688
2023
Q3 		$833K Buy
+20,643
New +$874K 0.02% 582
2017
Q1 		– Sell
-108,730
Closed -$3.77M – 724
2016
Q4 		$3.77M Sell
108,730
-4,765
-4% -$154K 0.07% 489
2016
Q3 		$3.52M Buy
+113,495
New +$3.35M 0.07% 468

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

Kennedy Capital Management's BWA Position: Q4 2023 in Review

Kennedy Capital Management sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 20,643 shares — an estimated $833K sold.

Kennedy Capital Management first reported a position in BWA in Q3 2016 and held it in 3 quarters. The position peaked at $3.77M in Q4 2016. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Kennedy Capital Management reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 20,643 BorgWarner shares in Q4 2023, an estimated $833K.
  • Kennedy Capital Management first reported a position in BorgWarner in Q3 2016 and held it in 3 quarters.
  • Kennedy Capital Management's BorgWarner position peaked at $3.77M in Q4 2016.
  • 677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Kennedy Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.