Symmetry Investments’s BorgWarner BWA Stock Holding History

Symmetry Investments’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 Q1	–	Sell	-30,000	Closed	-$1.08M	–	187
2023 Q4	$1.08M	Buy	+30,000	New	+$1.07M	0.08%	126

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Symmetry Investments's BWA Position: Q1 2024 in Review

Symmetry Investments sold out of BorgWarner (BWA) in Q1 2024, closing a stake of 15,000 shares — an estimated $538K sold.

Symmetry Investments first reported a position in BWA in Q2 2022 and held it in 6 quarters. The position peaked at $1.92M in Q2 2022. 656 funds tracked by Wall St. Rank hold BWA as of Q1 2024.

Symmetry Investments reported no remaining BorgWarner position as of Q1 2024 after selling out during the quarter.
Symmetry Investments sold 15,000 BorgWarner shares in Q1 2024, an estimated $538K.
Symmetry Investments first reported a position in BorgWarner in Q2 2022 and held it in 6 quarters.
Symmetry Investments's BorgWarner position peaked at $1.92M in Q2 2022.
656 funds tracked by Wall St. Rank held BorgWarner as of Q1 2024.

Based on Symmetry Investments's 13F filing for Q1 2024, filed 10 May 2024.