Mid Atlantic Financial Management’s BorgWarner BWA Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$457K	Buy	12,006 +5,664	+89%	+$225K	0.03%	483
2021 Q2	$271K	Buy	6,342 +19	+0.3%	+$837	0.02%	712
2021 Q1	$258K	Sell	6,323 -1,062	-14%	-$41.4K	0.02%	687
2020 Q4	$251K	Buy	7,385 +145	+2%	+$4.92K	0.02%	646
2020 Q3	$242K	Sell	7,240 -139	-2%	-$4.78K	0.02%	602
2020 Q2	$229K	Buy	+7,379	New	+$194K	0.02%	581

Other funds holding BWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mid Atlantic Financial Management's BWA Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its BorgWarner (BWA) stake by 89% in Q3 2021, buying an estimated $225K and bringing the position to 12,006 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #483.

Mid Atlantic Financial Management first reported a position in BWA in Q2 2020 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold BWA as of Q3 2021.

Mid Atlantic Financial Management held 12,006 shares of BorgWarner worth $457K as of Q3 2021.
Mid Atlantic Financial Management bought 5,664 BorgWarner shares in Q3 2021, an estimated $225K.
BorgWarner made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #483 holding.
Mid Atlantic Financial Management first reported a position in BorgWarner in Q2 2020 and has held it in 6 quarters since.
582 funds tracked by Wall St. Rank held BorgWarner as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.