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Summit Securities Group’s BorgWarner BWA Stock Holding History

Summit Securities 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
2024
Q3 		– Sell
-3,806
Closed -$123K – 612
2024
Q2 		$123K Buy
+3,806
New +$132K 0.05% 200
2023
Q3 		– Sell
-349
Closed -$15K – 608
2023
Q2 		$15K Sell
349
-175
-33% -$7.2K 0.01% 698
2023
Q1 		$23K Buy
524
+256
+96% +$10.6K 0.01% 594
2022
Q4 		$9K Buy
+268
New +$9.12K ﹤0.01% 1043
2022
Q3 		– Sell
-571
Closed -$17K – 955
2022
Q2 		$17K Buy
571
+460
+414% +$15.2K 0.01% 785
2022
Q1 		$4K Buy
+111
New +$4.15K ﹤0.01% 990
2014
Q4 		– Sell
-2,417
Closed -$112K – 619
2014
Q3 		$112K Buy
+2,417
New +$132K 0.03% 289

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return