M&G Investment Management’s BorgWarner BWA Stock Holding History

M&G Investment Management’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 Q2	–	Sell	-5,414	Closed	-$234K	–	387
2023 Q1	$234K	Sell	5,414 -6,833	-56%	-$283K	﹤0.01%	375
2022 Q4	$431K	Buy	12,247 +700	+6%	+$23.8K	﹤0.01%	366
2022 Q3	$315K	Sell	11,547 -62	-0.5%	-$2K	﹤0.01%	372
2022 Q2	$337K	Hold	11,609	–	–	﹤0.01%	401
2022 Q1	$399K	Buy	+11,609	New	+$434K	﹤0.01%	404
2021 Q3	–	Sell	-5,683	Closed	-$245K	–	746
2021 Q2	$245K	Buy	+5,683	New	+$250K	﹤0.01%	711

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&G Investment Management's BWA Position: Q2 2023 in Review

M&G Investment Management sold out of BorgWarner (BWA) in Q2 2023, closing a stake of 5,414 shares — an estimated $234K sold.

M&G Investment Management first reported a position in BWA in Q2 2021 and held it in 6 quarters. The position peaked at $431K in Q4 2022. 727 funds tracked by Wall St. Rank hold BWA as of Q2 2023.

M&G Investment Management reported no remaining BorgWarner position as of Q2 2023 after selling out during the quarter.
M&G Investment Management sold 5,414 BorgWarner shares in Q2 2023, an estimated $234K.
M&G Investment Management first reported a position in BorgWarner in Q2 2021 and held it in 6 quarters.
M&G Investment Management's BorgWarner position peaked at $431K in Q4 2022.
727 funds tracked by Wall St. Rank held BorgWarner as of Q2 2023.

Based on M&G Investment Management's 13F filing for Q2 2023, filed 1 Aug 2023.