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Stanley-Laman Group’s BorgWarner BWA Stock Holding History

Stanley-Laman Group’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
Q4 		– Sell
-50,669
Closed -$2.05M – 237
2023
Q3 		$2.05M Buy
50,669
+14,187
+39% +$601K 0.35% 109
2023
Q2 		$1.57M Buy
36,482
+1,814
+5% +$74.6K 0.26% 125
2023
Q1 		$1.5M Buy
+34,668
New +$1.44M 0.27% 128
2019
Q2 		– Sell
-7,090
Closed -$240K – 275
2019
Q1 		$240K Buy
+7,090
New +$245K 0.06% 245

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stanley-Laman Group's BWA Position: Q4 2023 in Review

Stanley-Laman Group sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 50,669 shares — an estimated $2.05M sold.

Stanley-Laman Group first reported a position in BWA in Q1 2019 and held it in 4 quarters. The position peaked at $2.05M in Q3 2023. 678 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Stanley-Laman Group reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Stanley-Laman Group sold 50,669 BorgWarner shares in Q4 2023, an estimated $2.05M.
  • Stanley-Laman Group first reported a position in BorgWarner in Q1 2019 and held it in 4 quarters.
  • Stanley-Laman Group's BorgWarner position peaked at $2.05M in Q3 2023.
  • 678 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Stanley-Laman Group's 13F filing for Q4 2023, filed 2 Feb 2024.