Syntax Advisors’s BorgWarner BWA Stock Holding History

Syntax Advisors’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 Q3	$372K	Buy	9,227 +140	+2%	+$5.93K	0.33%	45
2023 Q2	$391K	Buy	9,087 +41	+0.5%	+$1.69K	0.32%	45
2023 Q1	$391K	Sell	9,046 -1,752	-16%	-$72.5K	0.3%	50
2022 Q4	$383K	Sell	10,798 -1,256	-10%	-$42.7K	0.32%	48
2022 Q3	$333K	Buy	12,054 +454	+4%	+$14.6K	0.28%	54
2022 Q2	$341K	Buy	11,600 +159	+1%	+$5.24K	0.29%	51
2022 Q1	$392K	Buy	11,441 +1,224	+12%	+$45.7K	0.33%	47
2021 Q4	$405K	Buy	+10,217	New	+$410K	0.3%	49

Other funds holding BWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Syntax Advisors's BWA Position: Q3 2023 in Review

Syntax Advisors increased its BorgWarner (BWA) stake by 1.5% in Q3 2023, buying an estimated $5.93K and bringing the position to 9,227 shares worth $372K. The position accounts for 0.33% of the portfolio, ranked #45.

Syntax Advisors first reported a position in BWA in Q4 2021 and has held it in 8 quarters since. The position peaked at $405K in Q4 2021. 682 funds tracked by Wall St. Rank hold BWA as of Q3 2023.

Syntax Advisors held 9,227 shares of BorgWarner worth $372K as of Q3 2023.
Syntax Advisors bought 140 BorgWarner shares in Q3 2023, an estimated $5.93K.
BorgWarner made up 0.33% of Syntax Advisors's portfolio in Q3 2023, its #45 holding.
Syntax Advisors first reported a position in BorgWarner in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's BorgWarner position peaked at $405K in Q4 2021.
682 funds tracked by Wall St. Rank held BorgWarner as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.