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Matthew Hamilton Rosenberg’s BorgWarner BWA Stock Holding History

Matthew Hamilton Rosenberg’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
Q4 		– Sell
-1,550
Closed -$56.3K – 806
2024
Q3 		$56.3K Hold
1,550
– – 0.01% 408
2024
Q2 		$48.8K Hold
1,550
– – 0.01% 420
2024
Q1 		$54.3K Hold
1,550
– – 0.02% 419
2023
Q4 		$55.6K Sell
1,550
-60
-4% -$2.14K 0.02% 414
2023
Q3 		$65K Sell
1,610
-219
-12% -$9.28K 0.02% 369
2023
Q2 		$78.7K Sell
1,829
-216
-11% -$8.88K 0.03% 348
2023
Q1 		$88.4K Hold
2,045
– – 0.03% 338
2022
Q4 		$72.5K Hold
2,045
– – 0.02% 374
2022
Q3 		$57K Hold
2,045
– – 0.02% 402
2022
Q2 		$61K Buy
2,045
+1,760
+618% +$58K 0.02% 402
2022
Q1 		$10K Hold
285
– – ﹤0.01% 623
2021
Q4 		$11K Hold
285
– – ﹤0.01% 584
2021
Q3 		$11K Sell
285
-1,376
-83% -$54.7K ﹤0.01% 565
2021
Q2 		$71K Buy
+1,661
New +$73.2K 0.04% 314

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $74.9B 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return