SS
BWA icon

Simplicity Solutions’s BorgWarner BWA Stock Holding History

Simplicity Solutions’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
2023
Q3 		– Sell
-5,669
Closed -$244K – 1007
2023
Q2 		$244K Sell
5,669
-317
-5% -$13K 0.01% 904
2023
Q1 		$259K Buy
+5,986
New +$248K 0.01% 911
2021
Q1 		– Sell
-29,190
Closed -$993K – 541
2020
Q4 		$993K Buy
29,190
+2,362
+9% +$80.1K 0.01% 543
2020
Q3 		$915K Buy
26,828
+6,942
+35% +$239K 0.02% 499
2020
Q2 		$618K Sell
19,886
-6,865
-26% -$181K 0.01% 590
2020
Q1 		$574K Buy
26,751
+3,017
+13% +$87.2K 0.02% 459
2019
Q4 		$906K Buy
23,734
+6,955
+41% +$255K 0.03% 405
2019
Q3 		$542K Buy
16,779
+3,154
+23% +$102K 0.02% 401
2019
Q2 		$503K Buy
+13,625
New +$483K 0.02% 348

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Simplicity Solutions's BWA Position: Q3 2023 in Review

Simplicity Solutions sold out of BorgWarner (BWA) in Q3 2023, closing a stake of 5,669 shares — an estimated $244K sold.

Simplicity Solutions first reported a position in BWA in Q2 2019 and held it in 9 quarters. The position peaked at $993K in Q4 2020. 683 funds tracked by Wall St. Rank hold BWA as of Q3 2023.

  • Simplicity Solutions reported no remaining BorgWarner position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 5,669 BorgWarner shares in Q3 2023, an estimated $244K.
  • Simplicity Solutions first reported a position in BorgWarner in Q2 2019 and held it in 9 quarters.
  • Simplicity Solutions's BorgWarner position peaked at $993K in Q4 2020.
  • 683 funds tracked by Wall St. Rank held BorgWarner as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.