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Palladium Partners’s BorgWarner BWA Stock Holding History

Palladium Partners’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
Q1 		$8.27M Buy
241,405
+35,110
+17% +$1.31M 0.36% 74
2021
Q4 		$8.19M Sell
206,295
-20,887
-9% -$839K 0.33% 75
2021
Q3 		$8.64M Buy
227,182
+29,876
+15% +$1.19M 0.39% 66
2021
Q2 		$8.43M Buy
+197,306
New +$8.69M 0.4% 66

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Palladium Partners's BWA Position: Q1 2022 in Review

Palladium Partners increased its BorgWarner (BWA) stake by 17% in Q1 2022, buying an estimated $1.31M and bringing the position to 241,405 shares worth $8.27M. The position accounts for 0.36% of the portfolio, ranked #74.

Palladium Partners first reported a position in BWA in Q2 2021 and has held it in 4 quarters since. The position peaked at $8.64M in Q3 2021. 613 funds tracked by Wall St. Rank hold BWA as of Q1 2022.

  • Palladium Partners held 241,405 shares of BorgWarner worth $8.27M as of Q1 2022.
  • Palladium Partners bought 35,110 BorgWarner shares in Q1 2022, an estimated $1.31M.
  • BorgWarner made up 0.36% of Palladium Partners's portfolio in Q1 2022, its #74 holding.
  • Palladium Partners first reported a position in BorgWarner in Q2 2021 and has held it in 4 quarters since.
  • Palladium Partners's BorgWarner position peaked at $8.64M in Q3 2021.
  • 613 funds tracked by Wall St. Rank held BorgWarner as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.