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M&R Capital Management’s BorgWarner BWA Stock Holding History

M&R Capital 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
2024
Q3 		$5.13K Buy
+141
New +$4.65K ﹤0.01% 460
2021
Q2 		– Sell
-454
Closed -$18K – 415
2021
Q1 		$18K Buy
+454
New +$17.7K ﹤0.01% 292

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

M&R Capital Management's BWA Position: Q3 2024 in Review

M&R Capital Management opened a new position in BorgWarner (BWA) in Q3 2024: 141 shares worth $5.13K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: M&R Capital Management previously reported a position in BWA as recently as Q1 2021.

M&R Capital Management first reported a position in BWA in Q1 2021 and has held it in 2 quarters since. The position peaked at $18K in Q1 2021. 608 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • M&R Capital Management held 141 shares of BorgWarner worth $5.13K as of Q3 2024.
  • BorgWarner was a new M&R Capital Management position in Q3 2024.
  • BorgWarner made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #460 holding.
  • M&R Capital Management first reported a position in BorgWarner in Q1 2021 and has held it in 2 quarters since.
  • M&R Capital Management's BorgWarner position peaked at $18K in Q1 2021.
  • 608 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.