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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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sargent Bickham Lagudis's BWA Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of BorgWarner (BWA) in Q3 2022, closing a stake of 60 shares — an estimated $2K sold.

Sargent Bickham Lagudis first reported a position in BWA in Q3 2017 and held it in 9 quarters. The position peaked at $31K in Q4 2017. 602 funds tracked by Wall St. Rank hold BWA as of Q3 2022.

  • Sargent Bickham Lagudis reported no remaining BorgWarner position as of Q3 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 60 BorgWarner shares in Q3 2022, an estimated $2K.
  • Sargent Bickham Lagudis first reported a position in BorgWarner in Q3 2017 and held it in 9 quarters.
  • Sargent Bickham Lagudis's BorgWarner position peaked at $31K in Q4 2017.
  • 602 funds tracked by Wall St. Rank held BorgWarner as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.