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Lee Capital Holdings’s BorgWarner BWA Stock Holding History

Lee Capital Holdings’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 		– Sell
-14,768
Closed -$523K – 8
2022
Q4 		$523K Sell
14,768
-5,112
-26% -$174K 0.8% 28
2022
Q3 		$550K Buy
19,880
+11,360
+133% +$366K 0.77% 27
2022
Q2 		$250K Buy
+8,520
New +$281K 0.2% 53

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

Lee Capital Holdings's BWA Position: Q1 2023 in Review

Lee Capital Holdings sold out of BorgWarner (BWA) in Q1 2023, closing a stake of 14,768 shares — an estimated $523K sold.

Lee Capital Holdings first reported a position in BWA in Q2 2022 and held it in 3 quarters. The position peaked at $550K in Q3 2022. 708 funds tracked by Wall St. Rank hold BWA as of Q1 2023.

  • Lee Capital Holdings reported no remaining BorgWarner position as of Q1 2023 after selling out during the quarter.
  • Lee Capital Holdings sold 14,768 BorgWarner shares in Q1 2023, an estimated $523K.
  • Lee Capital Holdings first reported a position in BorgWarner in Q2 2022 and held it in 3 quarters.
  • Lee Capital Holdings's BorgWarner position peaked at $550K in Q3 2022.
  • 708 funds tracked by Wall St. Rank held BorgWarner as of Q1 2023.

Based on Lee Capital Holdings's 13F filing for Q1 2023.