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World Equity Group’s BorgWarner BWA Stock Holding History

World Equity 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
2023
Q4 		– Sell
-18,279
Closed -$738K – 335
2023
Q3 		$738K Buy
18,279
+60
+0.3% +$2.54K 0.15% 152
2023
Q2 		$784K Sell
18,219
-66,383
-78% -$2.73M 0.23% 110
2023
Q1 		$955K Buy
84,602
+67,293
+389% +$2.79M 0.14% 171
2022
Q4 		$613K Sell
17,309
-4,465
-21% -$152K 0.15% 160
2022
Q3 		$602K Buy
21,774
+1,651
+8% +$53.3K 0.15% 141
2022
Q2 		$591K Buy
20,123
+916
+5% +$30.2K 0.15% 161
2022
Q1 		$658K Buy
+19,207
New +$718K 0.14% 174

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

World Equity Group's BWA Position: Q4 2023 in Review

World Equity Group sold out of BorgWarner (BWA) in Q4 2023, closing a stake of 18,279 shares — an estimated $738K sold.

World Equity Group first reported a position in BWA in Q1 2022 and held it in 7 quarters. The position peaked at $955K in Q1 2023. 677 funds tracked by Wall St. Rank hold BWA as of Q4 2023.

  • World Equity Group reported no remaining BorgWarner position as of Q4 2023 after selling out during the quarter.
  • World Equity Group sold 18,279 BorgWarner shares in Q4 2023, an estimated $738K.
  • World Equity Group first reported a position in BorgWarner in Q1 2022 and held it in 7 quarters.
  • World Equity Group's BorgWarner position peaked at $955K in Q1 2023.
  • 677 funds tracked by Wall St. Rank held BorgWarner as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.