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Veritable’s BorgWarner BWA Stock Holding History

Veritable’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 		– Sell
-9,224
Closed -$397K – 109
2023
Q2 		$397K Buy
9,224
+896
+11% +$36.8K 0.01% 609
2023
Q1 		$360K Buy
8,328
+227
+3% +$9.4K 0.01% 632
2022
Q4 		$287K Buy
+8,101
New +$276K ﹤0.01% 676
2018
Q2 		– Sell
-4,911
Closed -$217K – 803
2018
Q1 		$217K Sell
4,911
-220
-4% -$10.2K ﹤0.01% 729
2017
Q4 		$231K Sell
5,131
-98
-2% -$4.53K ﹤0.01% 717
2017
Q3 		$236K Buy
+5,229
New +$213K 0.01% 683
2016
Q2 		– Sell
-7,110
Closed -$240K – 719
2016
Q1 		$240K Sell
7,110
-491
-6% -$14.6K 0.01% 618
2015
Q4 		$289K Buy
+7,601
New +$285K 0.01% 603
2015
Q2 		– Sell
-11,207
Closed -$597K – 764
2015
Q1 		$597K Buy
11,207
+280
+3% +$14.3K 0.01% 548
2014
Q4 		$529K Buy
10,927
+1,362
+14% +$66.4K 0.01% 587
2014
Q3 		$443K Sell
9,565
-793
-8% -$43.5K 0.01% 640
2014
Q2 		$594K Sell
10,358
-248
-2% -$13.7K 0.01% 548
2014
Q1 		$574K Buy
10,606
+125
+1% +$6.38K 0.01% 545
2013
Q4 		$516K Buy
10,481
+2,588
+33% +$120K 0.01% 575
2013
Q3 		$352K Buy
7,893
+336
+4% +$14.1K 0.01% 673
2013
Q2 		$287K Buy
+7,557
New +$266K 0.01% 741

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Veritable's BWA Position: Q3 2023 in Review

Veritable sold out of BorgWarner (BWA) in Q3 2023, closing a stake of 9,224 shares — an estimated $397K sold.

Veritable first reported a position in BWA in Q2 2013 and held it in 16 quarters. The position peaked at $597K in Q1 2015. 682 funds tracked by Wall St. Rank hold BWA as of Q3 2023.

  • Veritable reported no remaining BorgWarner position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 9,224 BorgWarner shares in Q3 2023, an estimated $397K.
  • Veritable first reported a position in BorgWarner in Q2 2013 and held it in 16 quarters.
  • Veritable's BorgWarner position peaked at $597K in Q1 2015.
  • 682 funds tracked by Wall St. Rank held BorgWarner as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.