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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 $5.7T 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 $74.9B 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return