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Sandy Spring Bank’s BorgWarner BWA Stock Holding History

Sandy Spring Bank’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
Q1 		– Sell
-350
Closed -$12.5K – 1251
2023
Q4 		$12.5K Hold
350
– – ﹤0.01% 779
2023
Q3 		$14.1K Buy
+350
New +$14.8K ﹤0.01% 765
2021
Q4 		– Sell
-17
Closed -$1K – 1218
2021
Q3 		$1K Buy
+17
New +$676 ﹤0.01% 1092
2019
Q4 		– Sell
-227
Closed -$7K – 835
2019
Q3 		$7K Sell
227
-511
-69% -$16.5K ﹤0.01% 756
2019
Q2 		$27K Buy
+738
New +$26.2K ﹤0.01% 555
2017
Q4 		– Sell
-30
Closed -$1K – 842
2017
Q3 		$1K Hold
30
– – ﹤0.01% 795
2017
Q2 		$1K Buy
+30
New +$1.09K ﹤0.01% 816
2017
Q1 		– Sell
-114
Closed -$4K – 832
2016
Q4 		$4K Hold
114
– – ﹤0.01% 751
2016
Q3 		$4K Hold
114
– – ﹤0.01% 747
2016
Q2 		$3K Hold
114
– – ﹤0.01% 823
2016
Q1 		$4K Hold
114
– – ﹤0.01% 816
2015
Q4 		$4K Hold
114
– – ﹤0.01% 790
2015
Q3 		$4K Hold
114
– – ﹤0.01% 793
2015
Q2 		$6K Hold
114
– – ﹤0.01% 772
2015
Q1 		$6K Sell
114
-1,022
-90% -$52K ﹤0.01% 744
2014
Q4 		$55K Hold
1,136
– – 0.01% 400
2014
Q3 		$53K Sell
1,136
-34
-3% -$1.86K 0.01% 409
2014
Q2 		$67K Hold
1,170
– – 0.01% 378
2014
Q1 		$63K Buy
1,170
+34
+3% +$1.73K 0.01% 344
2013
Q4 		$56K Hold
1,136
– – 0.01% 364
2013
Q3 		$51K Hold
1,136
– – 0.01% 364
2013
Q2 		$43K Buy
+1,136
New +$40K 0.01% 369

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sandy Spring Bank's BWA Position: Q1 2024 in Review

Sandy Spring Bank sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 350 shares — an estimated $12.5K sold.

Sandy Spring Bank first reported a position in BWA in Q2 2013 and held it in 22 quarters. The position peaked at $67K in Q2 2014. 656 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

  • Sandy Spring Bank reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 350 BorgWarner shares in Q1 2024, an estimated $12.5K.
  • Sandy Spring Bank first reported a position in BorgWarner in Q2 2013 and held it in 22 quarters.
  • Sandy Spring Bank's BorgWarner position peaked at $67K in Q2 2014.
  • 656 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on Sandy Spring Bank's 13F filing for Q1 2024, filed 8 May 2024.