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Kula Investments’s BorgWarner BWA Stock Holding History

Kula Investments’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
Q1 		$376K Buy
8,706
+1,495
+21% +$61.9K 0.09% 387
2022
Q4 		$256K Buy
+7,211
New +$245K 0.08% 441

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's BWA Position: Q1 2023 in Review

Kula Investments increased its BorgWarner (BWA) stake by 21% in Q1 2023, buying an estimated $61.9K and bringing the position to 8,706 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #387.

Kula Investments first reported a position in BWA in Q4 2022 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold BWA as of Q1 2023.

  • Kula Investments held 8,706 shares of BorgWarner worth $376K as of Q1 2023.
  • Kula Investments bought 1,495 BorgWarner shares in Q1 2023, an estimated $61.9K.
  • BorgWarner made up 0.09% of Kula Investments's portfolio in Q1 2023, its #387 holding.
  • Kula Investments first reported a position in BorgWarner in Q4 2022 and has held it in 2 quarters since.
  • 707 funds tracked by Wall St. Rank held BorgWarner as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.