Moody National Bank Trust Division’s BorgWarner BWA Stock Holding History

Moody National Bank Trust Division’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 Q3	–	Sell	-5,303	Closed	-$228K	–	608
2023 Q2	$228K	Buy	+5,303	New	+$218K	0.02%	568
2019 Q2	–	Sell	-133	Closed	-$4K	–	450
2019 Q1	$4K	Buy	+133	New	+$4.6K	﹤0.01%	1028
2014 Q3	–	Sell	-6,493	Closed	-$373K	–	250
2014 Q2	$373K	Buy	+6,493	New	+$357K	0.03%	205

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Moody National Bank Trust Division's BWA Position: Q3 2023 in Review

Moody National Bank Trust Division sold out of BorgWarner (BWA) in Q3 2023, closing a stake of 5,303 shares — an estimated $228K sold.

Moody National Bank Trust Division first reported a position in BWA in Q2 2014 and held it in 3 quarters. The position peaked at $373K in Q2 2014. 683 funds tracked by Wall St. Rank hold BWA as of Q3 2023.

Moody National Bank Trust Division reported no remaining BorgWarner position as of Q3 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 5,303 BorgWarner shares in Q3 2023, an estimated $228K.
Moody National Bank Trust Division first reported a position in BorgWarner in Q2 2014 and held it in 3 quarters.
Moody National Bank Trust Division's BorgWarner position peaked at $373K in Q2 2014.
683 funds tracked by Wall St. Rank held BorgWarner as of Q3 2023.

Based on Moody National Bank Trust Division's 13F filing for Q3 2023, filed 12 Oct 2023.