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Syverson Strege & Co’s BorgWarner BWA Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-27
Closed -$1.18K – 148
2023
Q1 		$1.18K Buy
+27
New +$1.12K ﹤0.01% 581
2021
Q4 		– Sell
-5
Closed – – 327
2021
Q3 		$0 Buy
+5
New +$199 ﹤0.01% 450

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Syverson Strege & Co's BWA Position: Q2 2023 in Review

Syverson Strege & Co sold out of BorgWarner (BWA) in Q2 2023, closing a stake of 27 shares — an estimated $1.18K sold.

Syverson Strege & Co first reported a position in BWA in Q3 2021 and held it in 2 quarters. The position peaked at $1.18K in Q1 2023. 728 funds tracked by Wall St. Rank hold BWA as of Q2 2023.

  • Syverson Strege & Co reported no remaining BorgWarner position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 27 BorgWarner shares in Q2 2023, an estimated $1.18K.
  • Syverson Strege & Co first reported a position in BorgWarner in Q3 2021 and held it in 2 quarters.
  • Syverson Strege & Co's BorgWarner position peaked at $1.18K in Q1 2023.
  • 728 funds tracked by Wall St. Rank held BorgWarner as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.