Measured Wealth Private Client Group’s BorgWarner BWA Stock Holding History

Measured Wealth Private Client Group’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	-5,250	Closed	-$212K	–	180
2023 Q3	$212K	Sell	5,250 -11,589	-69%	-$491K	0.09%	159
2023 Q2	$725K	Buy	16,839 +1,709	+11%	+$70.3K	0.28%	48
2023 Q1	$654K	Buy	15,130 +5,462	+56%	+$226K	0.25%	54
2022 Q4	$343K	Buy	+9,668	New	+$329K	0.14%	102
2021 Q4	–	Sell	-7,575	Closed	-$288K	–	160
2021 Q3	$288K	Sell	7,575 -2,771	-27%	-$110K	0.11%	124
2021 Q2	$442K	Buy	10,346 +1,480	+17%	+$65.2K	0.14%	91
2021 Q1	$362K	Buy	+8,866	New	+$346K	0.13%	100

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Measured Wealth Private Client Group's BWA Position: Q4 2023 in Review

Measured Wealth Private Client Group sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 5,250 shares — an estimated $212K sold.

Measured Wealth Private Client Group first reported a position in BWA in Q1 2021 and held it in 7 quarters. The position peaked at $725K in Q2 2023. 678 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

Measured Wealth Private Client Group reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 5,250 BorgWarner shares in Q4 2023, an estimated $212K.
Measured Wealth Private Client Group first reported a position in BorgWarner in Q1 2021 and held it in 7 quarters.
Measured Wealth Private Client Group's BorgWarner position peaked at $725K in Q2 2023.
678 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2023, filed 6 Feb 2024.