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Laffer Tengler Investments’s BorgWarner BWA Stock Holding History

Laffer Tengler 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
2022
Q1 		– Sell
-8,025
Closed -$318K – 419
2021
Q4 		$318K Buy
8,025
+730
+10% +$29.3K 0.09% 167
2021
Q3 		$277K Buy
7,295
+1,094
+18% +$43.5K 0.08% 186
2021
Q2 		$265K Buy
6,201
+4,375
+240% +$193K 0.1% 141
2021
Q1 		$74.5K Buy
+1,826
New +$71.2K 0.03% 250

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laffer Tengler Investments's BWA Position: Q1 2022 in Review

Laffer Tengler Investments sold out of BorgWarner (BWA) in Q1 2022, closing a stake of 8,025 shares — an estimated $318K sold.

Laffer Tengler Investments first reported a position in BWA in Q1 2021 and held it in 4 quarters. The position peaked at $318K in Q4 2021. 613 funds tracked by Wall St. Rank hold BWA as of Q1 2022.

  • Laffer Tengler Investments reported no remaining BorgWarner position as of Q1 2022 after selling out during the quarter.
  • Laffer Tengler Investments sold 8,025 BorgWarner shares in Q1 2022, an estimated $318K.
  • Laffer Tengler Investments first reported a position in BorgWarner in Q1 2021 and held it in 4 quarters.
  • Laffer Tengler Investments's BorgWarner position peaked at $318K in Q4 2021.
  • 613 funds tracked by Wall St. Rank held BorgWarner as of Q1 2022.

Based on Laffer Tengler Investments's 13F filing for Q1 2022, filed 13 May 2022.