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Sargent Bickham Lagudis’s BorgWarner BWA Stock Holding History

Sargent Bickham Lagudis’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
Q3 		– Sell
-60
Closed -$2K – 998
2022
Q2 		$2K Hold
60
– – ﹤0.01% 902
2022
Q1 		$2K Hold
60
– – ﹤0.01% 878
2021
Q4 		$2K Hold
60
– – ﹤0.01% 875
2021
Q3 		$2K Hold
60
– – ﹤0.01% 880
2021
Q2 		$3K Hold
60
– – ﹤0.01% 835
2021
Q1 		$2K Hold
60
– – ﹤0.01% 852
2020
Q4 		$2K Buy
+60
New +$2.03K ﹤0.01% 801
2018
Q1 		– Sell
-686
Closed -$31K – 761
2017
Q4 		$31K Buy
686
+2
+0.3% +$92 ﹤0.01% 437
2017
Q3 		$31K Buy
+684
New +$27.9K ﹤0.01% 438

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return