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Polar Capital Holdings’s BorgWarner BWA Stock Holding History

Polar Capital Holdings’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
2024
Q2 		– Sell
-8,000
Closed -$278K – 278
2024
Q1 		$278K Hold
8,000
– – ﹤0.01% 273
2023
Q4 		$287K Buy
+8,000
New +$286K ﹤0.01% 266
2022
Q4 		– Sell
-24,550
Closed -$679 – 324
2022
Q3 		$679 Sell
24,550
-2,289
-9% -$73.8K ﹤0.01% 317
2022
Q2 		$788 Buy
26,839
+113
+0.4% +$3.72K ﹤0.01% 309
2022
Q1 		$915 Buy
26,726
+107
+0.4% +$4K ﹤0.01% 336
2021
Q4 		$1.06K Buy
+26,619
New +$1.07M ﹤0.01% 328

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polar Capital Holdings's BWA Position: Q2 2024 in Review

Polar Capital Holdings sold out of BorgWarner (BWA) in Q2 2024, closing a stake of 8,000 shares — an estimated $278K sold.

Polar Capital Holdings first reported a position in BWA in Q4 2021 and held it in 6 quarters. The position peaked at $287K in Q4 2023. 635 funds tracked by Wall St. Rank hold BWA as of Q2 2024.

  • Polar Capital Holdings reported no remaining BorgWarner position as of Q2 2024 after selling out during the quarter.
  • Polar Capital Holdings sold 8,000 BorgWarner shares in Q2 2024, an estimated $278K.
  • Polar Capital Holdings first reported a position in BorgWarner in Q4 2021 and held it in 6 quarters.
  • Polar Capital Holdings's BorgWarner position peaked at $287K in Q4 2023.
  • 635 funds tracked by Wall St. Rank held BorgWarner as of Q2 2024.

Based on Polar Capital Holdings's 13F filing for Q2 2024, filed 14 Aug 2024.