SP
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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 $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return