LAS
BWA icon

Lloyd Advisory Services’s BorgWarner BWA Stock Holding History

Lloyd Advisory Services’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
2026
Q1 		$1.58K Buy
+29
New +$1.53K ﹤0.01% 703
2024
Q2 		– Sell
-23,855
Closed -$829K – 105
2024
Q1 		$829K Buy
+23,855
New +$780K 0.18% 98
2022
Q2 		– Sell
-668
Closed -$23K – 131
2022
Q1 		$23K Buy
+668
New +$25K 0.01% 324
2021
Q3 		– Sell
-916
Closed -$39K – 391
2021
Q2 		$39K Hold
916
– – 0.02% 178
2021
Q1 		$37K Buy
916
+204
+29% +$7.95K 0.02% 166
2020
Q4 		$24K Hold
712
– – 0.01% 168
2020
Q3 		$24K Buy
712
+244
+52% +$8.39K 0.01% 150
2020
Q2 		$15K Buy
+468
New +$12.3K 0.01% 168

Other funds holding BWA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return