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McCarthy Asset Management’s BorgWarner BWA Stock Holding History

McCarthy Asset 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
2022
Q2 		– Sell
-60
Closed -$2K – 75
2022
Q1 		$2K Hold
60
– – ﹤0.01% 275
2021
Q4 		$2K Hold
60
– – ﹤0.01% 272
2021
Q3 		$2K Hold
60
– – ﹤0.01% 269
2021
Q2 		$3K Hold
60
– – ﹤0.01% 287
2021
Q1 		$2K Hold
60
– – ﹤0.01% 285
2020
Q4 		$2K Buy
+60
New +$2.03K ﹤0.01% 263

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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McCarthy Asset Management's BWA Position: Q2 2022 in Review

McCarthy Asset Management sold out of BorgWarner (BWA) in Q2 2022, closing a stake of 60 shares — an estimated $2K sold.

McCarthy Asset Management first reported a position in BWA in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q2 2021. 612 funds tracked by Wall St. Rank hold BWA as of Q2 2022.

  • McCarthy Asset Management reported no remaining BorgWarner position as of Q2 2022 after selling out during the quarter.
  • McCarthy Asset Management sold 60 BorgWarner shares in Q2 2022, an estimated $2K.
  • McCarthy Asset Management first reported a position in BorgWarner in Q4 2020 and held it in 6 quarters.
  • McCarthy Asset Management's BorgWarner position peaked at $3K in Q2 2021.
  • 612 funds tracked by Wall St. Rank held BorgWarner as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.