UIM
BWA icon

USS Investment Management’s BorgWarner BWA Stock Holding History

USS Investment Management’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
-27,300
Closed -$1.1M – 560
2023
Q3 		$1.1M Sell
27,300
-3,713
-12% -$157K 0.01% 541
2023
Q2 		$1.34M Hold
31,013
– – 0.02% 536
2023
Q1 		$1.34M Hold
31,013
– – 0.02% 524
2022
Q4 		$1.1M Hold
31,013
– – 0.02% 546
2022
Q3 		$857K Sell
31,013
-20,150
-39% -$650K 0.01% 559
2022
Q2 		$1.5M Sell
51,163
-4,087
-7% -$135K 0.02% 573
2022
Q1 		$1.89M Sell
55,250
-35,730
-39% -$1.33M 0.02% 583
2021
Q4 		$3.61M Hold
90,980
– – 0.03% 527
2021
Q3 		$3.46M Buy
90,980
+35,658
+64% +$1.42M 0.03% 522
2021
Q2 		$2.36M Hold
55,322
– – 0.02% 400
2021
Q1 		$2.26M Hold
55,322
– – 0.02% 384
2020
Q4 		$1.88M Sell
55,322
-8,634
-13% -$293K 0.02% 393
2020
Q3 		$2.18M Hold
63,956
– – 0.02% 355
2020
Q2 		$1.99M Buy
+63,956
New +$1.68M 0.02% 354
2015
Q4 		– Sell
-1,982,320
Closed -$72.6M – 152
2015
Q3 		$72.6M Hold
1,982,320
– – 1.29% 33
2015
Q2 		$99.2M Hold
1,982,320
– – 1.57% 25
2015
Q1 		$106M Hold
1,982,320
– – 1.72% 16
2014
Q4 		$95.9M Buy
1,982,320
+272,640
+16% +$13.3M 1.57% 24
2014
Q3 		$79.2M Hold
1,709,680
– – 1.39% 32
2014
Q2 		$98.1M Sell
1,709,680
-181,760
-10% -$10M 1.69% 19
2014
Q1 		$102M Sell
1,891,440
-380,560
-17% -$19.4M 1.85% 14
2013
Q4 		$110M Hold
2,272,000
– – 2.11% 10
2013
Q3 		$101M Buy
2,272,000
+227,200
+11% +$9.54M 1.9% 9
2013
Q2 		$77.5M Buy
+2,044,800
New +$71.9M 1.66% 16

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
Harris Associates
Harris Associates Chicago, Illinois $75B 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

USS Investment Management's BWA Position: Q4 2023 in Review

USS Investment Management sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 27,300 shares — an estimated $1.1M sold.

USS Investment Management first reported a position in BWA in Q2 2013 and held it in 24 quarters. The position peaked at $110M in Q4 2013. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • USS Investment Management reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • USS Investment Management sold 27,300 BorgWarner shares in Q4 2023, an estimated $1.1M.
  • USS Investment Management first reported a position in BorgWarner in Q2 2013 and held it in 24 quarters.
  • USS Investment Management's BorgWarner position peaked at $110M in Q4 2013.
  • 677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on USS Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.