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Sugarloaf Wealth Management’s BorgWarner BWA Stock Holding History

Sugarloaf Wealth 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
2023
Q1 		– Sell
-1
Closed -$55 – 718
2022
Q4 		$55 Sell
1
-1
-50% -$34 ﹤0.01% 772
2022
Q3 		$1K Hold
2
– – ﹤0.01% 747
2022
Q2 		$0 Buy
2
+1
+100% +$33 ﹤0.01% 785
2022
Q1 		$0 Sell
1
-1
-50% -$37 ﹤0.01% 718
2021
Q4 		$0 Hold
2
– – ﹤0.01% 748
2021
Q3 		$0 Hold
2
– – ﹤0.01% 769
2021
Q2 		$0 Sell
2
-14
-88% -$617 ﹤0.01% 760
2021
Q1 		$1K Hold
16
– – ﹤0.01% 699
2020
Q4 		$1K Buy
+16
New +$543 ﹤0.01% 666

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 $3.38T AUM 44.17% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sugarloaf Wealth Management's BWA Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of BorgWarner (BWA) in Q1 2023, closing a stake of 1 share — an estimated $55 sold.

Sugarloaf Wealth Management first reported a position in BWA in Q4 2020 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 707 funds tracked by Wall St. Rank hold BWA as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining BorgWarner position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1 BorgWarner share in Q1 2023, an estimated $55.
  • Sugarloaf Wealth Management first reported a position in BorgWarner in Q4 2020 and held it in 9 quarters.
  • Sugarloaf Wealth Management's BorgWarner position peaked at $1K in Q3 2022.
  • 707 funds tracked by Wall St. Rank held BorgWarner as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.