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Rakuten Investment Management’s BorgWarner BWA Stock Holding History

Rakuten Investment Management’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
Q3 		$321K Buy
8,739
+2,172
+33% +$71.6K ﹤0.01% 458
2024
Q2 		$210K Buy
6,567
+343
+6% +$11.9K ﹤0.01% 464
2024
Q1 		$216K Buy
6,224
+5,642
+969% +$185K ﹤0.01% 431
2023
Q4 		$20.9K Buy
+582
New +$20.8K ﹤0.01% 427

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Rakuten Investment Management's BWA Position: Q3 2024 in Review

Rakuten Investment Management increased its BorgWarner (BWA) stake by 33% in Q3 2024, buying an estimated $71.6K and bringing the position to 8,739 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Rakuten Investment Management first reported a position in BWA in Q4 2023 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold BWA as of Q3 2024.

  • Rakuten Investment Management held 8,739 shares of BorgWarner worth $321K as of Q3 2024.
  • Rakuten Investment Management bought 2,172 BorgWarner shares in Q3 2024, an estimated $71.6K.
  • BorgWarner made up ﹤0.01% of Rakuten Investment Management's portfolio in Q3 2024, its #458 holding.
  • Rakuten Investment Management first reported a position in BorgWarner in Q4 2023 and has held it in 4 quarters since.
  • 609 funds tracked by Wall St. Rank held BorgWarner as of Q3 2024.

Based on Rakuten Investment Management's 13F filing for Q3 2024, filed 15 May 2025.