Lee Financial’s BorgWarner BWA Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-234	Closed	-$8.39K	–	249
2023 Q4	$8.39K	Buy	234 +46	+24%	+$1.64K	﹤0.01%	465
2023 Q3	$7.59K	Sell	188 -26	-12%	-$1.1K	﹤0.01%	450
2023 Q2	$9.2K	Hold	214	–	–	﹤0.01%	419
2023 Q1	$9.23K	Buy	+214	New	+$8.86K	﹤0.01%	436
2017 Q3	–	Sell	-81	Closed	-$3K	–	480
2017 Q2	$3K	Buy	+81	New	+$2.94K	﹤0.01%	429

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee Financial's BWA Position: Q1 2024 in Review

Lee Financial sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 234 shares — an estimated $8.39K sold.

Lee Financial first reported a position in BWA in Q2 2017 and held it in 5 quarters. The position peaked at $9.23K in Q1 2023. 655 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

Lee Financial reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 234 BorgWarner shares in Q1 2024, an estimated $8.39K.
Lee Financial first reported a position in BorgWarner in Q2 2017 and held it in 5 quarters.
Lee Financial's BorgWarner position peaked at $9.23K in Q1 2023.
655 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.