Moody Lynn & Lieberson’s BorgWarner BWA Stock Holding History

Moody Lynn & Lieberson’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	–	Sell	-6,724	Closed	-$287K	–	223
2021 Q2	$287K	Buy	+6,724	New	+$296K	0.02%	195

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Moody Lynn & Lieberson's BWA Position: Q3 2021 in Review

Moody Lynn & Lieberson sold out of BorgWarner (BWA) in Q3 2021, closing a stake of 6,724 shares — an estimated $287K sold.

Moody Lynn & Lieberson first reported a position in BWA in Q2 2021 and held it in 1 quarter. The position peaked at $287K in Q2 2021. 583 funds tracked by Wall St. Rank hold BWA as of Q3 2021.

Moody Lynn & Lieberson reported no remaining BorgWarner position as of Q3 2021 after selling out during the quarter.
Moody Lynn & Lieberson sold 6,724 BorgWarner shares in Q3 2021, an estimated $287K.
Moody Lynn & Lieberson first reported a position in BorgWarner in Q2 2021 and held it in 1 quarter.
Moody Lynn & Lieberson's BorgWarner position peaked at $287K in Q2 2021.
583 funds tracked by Wall St. Rank held BorgWarner as of Q3 2021.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2021, filed 26 Oct 2021.