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Strategic Investment Advisors’s BorgWarner BWA Stock Holding History

Strategic Investment Advisors’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
-20,125
Closed -$866K – 233
2023
Q2 		$866K Buy
20,125
+2,016
+11% +$82.9K 0.12% 93
2023
Q1 		$783K Buy
+18,109
New +$750K 0.14% 111
2021
Q3 		– Sell
-16,673
Closed -$712K – 183
2021
Q2 		$712K Buy
16,673
+6,711
+67% +$296K 0.16% 127
2021
Q1 		$407K Buy
9,962
+2,153
+28% +$83.9K 0.11% 157
2020
Q4 		$266K Buy
7,809
+1,261
+19% +$42.8K 0.08% 179
2020
Q3 		$223K Buy
+6,548
New +$225K 0.08% 167

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Strategic Investment Advisors's BWA Position: Q3 2023 in Review

Strategic Investment Advisors sold out of BorgWarner (BWA) in Q3 2023, closing a stake of 20,125 shares — an estimated $866K sold.

Strategic Investment Advisors first reported a position in BWA in Q3 2020 and held it in 6 quarters. The position peaked at $866K in Q2 2023. 682 funds tracked by Wall St. Rank hold BWA as of Q3 2023.

  • Strategic Investment Advisors reported no remaining BorgWarner position as of Q3 2023 after selling out during the quarter.
  • Strategic Investment Advisors sold 20,125 BorgWarner shares in Q3 2023, an estimated $866K.
  • Strategic Investment Advisors first reported a position in BorgWarner in Q3 2020 and held it in 6 quarters.
  • Strategic Investment Advisors's BorgWarner position peaked at $866K in Q2 2023.
  • 682 funds tracked by Wall St. Rank held BorgWarner as of Q3 2023.

Based on Strategic Investment Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.