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Van Leeuwen & Company’s BorgWarner BWA Stock Holding History

Van Leeuwen & Company’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
-62,677
Closed -$2.53M – 86
2023
Q3 		$2.53M Buy
62,677
+43,757
+231% +$1.85M 1.58% 21
2023
Q2 		$831K Buy
18,920
+3,115
+20% +$128K 0.52% 48
2023
Q1 		$683K Buy
+15,805
New +$654K 0.46% 51

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

Van Leeuwen & Company's BWA Position: Q4 2023 in Review

Van Leeuwen & Company sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 62,677 shares — an estimated $2.53M sold.

Van Leeuwen & Company first reported a position in BWA in Q1 2023 and held it in 3 quarters. The position peaked at $2.53M in Q3 2023. 678 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • Van Leeuwen & Company reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • Van Leeuwen & Company sold 62,677 BorgWarner shares in Q4 2023, an estimated $2.53M.
  • Van Leeuwen & Company first reported a position in BorgWarner in Q1 2023 and held it in 3 quarters.
  • Van Leeuwen & Company's BorgWarner position peaked at $2.53M in Q3 2023.
  • 678 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on Van Leeuwen & Company's 13F filing for Q4 2023, filed 7 Feb 2024.