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Piershale Financial Group’s BorgWarner BWA Stock Holding History

Piershale Financial 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
Q2 		$4.89K Hold
114
– – ﹤0.01% 174
2023
Q1 		$4.91K Hold
114
– – ﹤0.01% 172
2022
Q4 		$4.03K Buy
+114
New +$3.88K ﹤0.01% 197

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Piershale Financial Group's BWA Position: Q2 2023 in Review

Piershale Financial Group held its BorgWarner (BWA) position steady in Q2 2023 at 114 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Piershale Financial Group first reported a position in BWA in Q4 2022 and has held it in 3 quarters since. The position peaked at $4.91K in Q1 2023. 729 funds tracked by Wall St. Rank hold BWA as of Q2 2023.

  • Piershale Financial Group held 114 shares of BorgWarner worth $4.89K as of Q2 2023.
  • Piershale Financial Group left its BorgWarner share count unchanged in Q2 2023.
  • BorgWarner made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #174 holding.
  • Piershale Financial Group first reported a position in BorgWarner in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's BorgWarner position peaked at $4.91K in Q1 2023.
  • 729 funds tracked by Wall St. Rank held BorgWarner as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.