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LMCG Investments’s BorgWarner BWA Stock Holding History

LMCG 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
Q4 		– Sell
-37,286
Closed -$1.51M – 298
2023
Q3 		$1.51M Sell
37,286
-4,183
-10% -$177K 0.1% 175
2023
Q2 		$1.79M Hold
41,469
– – 0.12% 166
2023
Q1 		$1.79M Buy
41,469
+929
+2% +$38.5K 0.12% 162
2022
Q4 		$1.44M Sell
40,540
-3,418
-8% -$116K 0.1% 177
2022
Q3 		$1.22M Buy
43,958
+8,186
+23% +$264K 0.09% 210
2022
Q2 		$1.05M Hold
35,772
– – 0.07% 218
2022
Q1 		$1.23M Buy
+35,772
New +$1.34M 0.07% 218
2015
Q3 		$10.9M Buy
297,123
+43,602
+17% +$1.81M 0.23% 164
2015
Q2 		$12.7M Sell
253,521
-29,870
-11% -$1.59M 0.27% 133
2015
Q1 		$15.1M Buy
+283,391
New +$14.4M 0.32% 112

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return