Vantage Consulting Group’s BorgWarner BWA Stock Holding History

Vantage Consulting Group’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
2024 Q3	–	Sell	-10,802	Closed	-$348K	–	28
2024 Q2	$348K	Sell	10,802 -322	-3%	-$11.1K	0.26%	54
2024 Q1	$386K	Buy	11,124 +453	+4%	+$14.8K	0.25%	52
2023 Q4	$383K	Buy	10,671 +1,444	+16%	+$51.5K	0.26%	47
2023 Q3	$372K	Buy	9,227 +140	+2%	+$5.93K	0.25%	49
2023 Q2	$391K	Buy	9,087 +41	+0.5%	+$1.69K	0.23%	50
2023 Q1	$391K	Sell	9,046 -1,752	-16%	-$72.5K	0.22%	53
2022 Q4	$383K	Sell	10,798 -1,256	-10%	-$42.7K	0.23%	51
2022 Q3	$333K	Buy	12,054 +454	+4%	+$14.6K	0.19%	57
2022 Q2	$341K	Buy	11,600 +159	+1%	+$5.24K	0.19%	54
2022 Q1	$392K	Buy	11,441 +1,224	+12%	+$45.7K	0.15%	50
2021 Q4	$405K	Sell	10,217 -80	-0.8%	-$3.21K	0.11%	53
2021 Q3	$392K	Buy	10,297 +2,092	+25%	+$83.2K	0.08%	52
2021 Q2	$351K	Buy	8,205 +2,192	+36%	+$96.5K	0.06%	64
2021 Q1	$245K	Buy	6,013 +485	+9%	+$18.9K	0.05%	67
2020 Q4	$188K	Buy	+5,528	New	+$187K	0.02%	46

Other funds holding BWA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Victory Capital Management

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return