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Sonora Investment Management’s BorgWarner BWA Stock Holding History

Sonora 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
2021
Q3 		$3K Hold
69
– – ﹤0.01% 929
2021
Q2 		$3K Hold
69
– – ﹤0.01% 852
2021
Q1 		$3K Hold
69
– – ﹤0.01% 1623
2020
Q4 		$2K Hold
69
– – ﹤0.01% 1579
2020
Q3 		$2K Hold
69
– – ﹤0.01% 1621
2020
Q2 		$2K Hold
69
– – ﹤0.01% 1565
2020
Q1 		$1K Hold
69
– – ﹤0.01% 1563
2019
Q4 		$3K Buy
+69
New +$2.53K ﹤0.01% 1529
2019
Q3 		– Sell
-69
Closed -$3K – 1728
2019
Q2 		$3K Hold
69
– – ﹤0.01% 1508
2019
Q1 		$2K Buy
+69
New +$2.39K ﹤0.01% 1383

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sonora Investment Management's BWA Position: Q3 2021 in Review

Sonora Investment Management held its BorgWarner (BWA) position steady in Q3 2021 at 69 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Sonora Investment Management first reported a position in BWA in Q1 2019 and has held it in 10 quarters since. 582 funds tracked by Wall St. Rank hold BWA as of Q3 2021.

  • Sonora Investment Management held 69 shares of BorgWarner worth $3K as of Q3 2021.
  • Sonora Investment Management left its BorgWarner share count unchanged in Q3 2021.
  • BorgWarner made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #929 holding.
  • Sonora Investment Management first reported a position in BorgWarner in Q1 2019 and has held it in 10 quarters since.
  • 582 funds tracked by Wall St. Rank held BorgWarner as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.