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Symmetry Partners’s BorgWarner BWA Stock Holding History

Symmetry Partners’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
-8,703
Closed -$351K – 510
2023
Q3 		$351K Sell
8,703
-1,184
-12% -$50.2K 0.02% 392
2023
Q2 		$426K Buy
9,887
+4,966
+101% +$204K 0.02% 385
2023
Q1 		$213K Buy
+4,921
New +$204K 0.01% 523
2022
Q1 		– Sell
-6,715
Closed -$266K – 572
2021
Q4 		$266K Sell
6,715
-2,880
-30% -$116K 0.02% 541
2021
Q3 		$383K Hold
9,595
– – 0.03% 506
2021
Q2 		$410K Buy
9,595
+875
+10% +$38.5K 0.03% 492
2021
Q1 		$356K Sell
8,720
-3,081
-26% -$120K 0.03% 510
2020
Q4 		$401K Sell
11,801
-7,881
-40% -$267K 0.03% 443
2020
Q3 		$671K Buy
+19,682
New +$677K 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 $3.38T 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
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

Symmetry Partners's BWA Position: Q4 2023 in Review

Symmetry Partners sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 8,703 shares — an estimated $351K sold.

Symmetry Partners first reported a position in BWA in Q3 2020 and held it in 9 quarters. The position peaked at $671K in Q3 2020. 678 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Symmetry Partners reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Symmetry Partners sold 8,703 BorgWarner shares in Q4 2023, an estimated $351K.
  • Symmetry Partners first reported a position in BorgWarner in Q3 2020 and held it in 9 quarters.
  • Symmetry Partners's BorgWarner position peaked at $671K in Q3 2020.
  • 678 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Symmetry Partners's 13F filing for Q4 2023, filed 2 Jan 2024.