Aperio Group’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $9.88M | Buy |
290,491
+10,943
| +4% | +$371K | 0.03% | 570 |
|
|
2020
Q3 | $9.53M | Sell |
279,548
-2,250
| -0.8% | -$77.3K | 0.03% | 495 |
|
|
2020
Q2 | $8.76M | Buy |
281,798
+5,613
| +2% | +$148K | 0.03% | 509 |
|
|
2020
Q1 | $5.92M | Buy |
276,185
+156,456
| +131% | +$4.52M | 0.03% | 585 |
|
|
2019
Q4 | $4.57M | Buy |
119,729
+639
| +0.5% | +$23.4K | 0.02% | 765 |
|
|
2019
Q3 | $3.85M | Sell |
119,090
-38,917
| -25% | -$1.25M | 0.02% | 797 |
|
|
2019
Q2 | $5.84M | Buy |
158,007
+16,597
| +12% | +$588K | 0.02% | 653 |
|
|
2019
Q1 | $4.78M | Buy |
141,410
+4,644
| +3% | +$161K | 0.02% | 718 |
|
|
2018
Q4 | $4.18M | Sell |
136,766
-13,617
| -9% | -$456K | 0.02% | 706 |
|
|
2018
Q3 | $5.66M | Buy |
150,383
+582
| +0.4% | +$22.9K | 0.03% | 634 |
|
|
2018
Q2 | $5.69M | Sell |
149,801
-3,936
| -3% | -$173K | 0.03% | 614 |
|
|
2018
Q1 | $6.8M | Sell |
153,737
-1,622
| -1% | -$75.4K | 0.03% | 548 |
|
|
2017
Q4 | $6.99M | Sell |
155,359
-955
| -0.6% | -$44.2K | 0.04% | 523 |
|
|
2017
Q3 | $7.05M | Sell |
156,314
-3,569
| -2% | -$146K | 0.04% | 489 |
|
|
2017
Q2 | $5.96M | Buy |
159,883
+5,812
| +4% | +$211K | 0.04% | 527 |
|
|
2017
Q1 | $5.67M | Sell |
154,071
-8,213
| -5% | -$299K | 0.04% | 504 |
|
|
2016
Q4 | $5.63M | Sell |
162,284
-5,476
| -3% | -$177K | 0.04% | 462 |
|
|
2016
Q3 | $5.2M | Buy |
167,760
+17,907
| +12% | +$528K | 0.04% | 522 |
|
|
2016
Q2 | $3.89M | Buy |
149,853
+23,883
| +19% | +$722K | 0.03% | 593 |
|
|
2016
Q1 | $4.26M | Buy |
125,970
+4,782
| +4% | +$142K | 0.04% | 537 |
|
|
2015
Q4 | $4.61M | Buy |
121,188
+18,034
| +17% | +$677K | 0.04% | 480 |
|
|
2015
Q3 | $3.78M | Sell |
103,154
-7,215
| -7% | -$300K | 0.04% | 517 |
|
|
2015
Q2 | $5.52M | Buy |
110,369
+4,019
| +4% | +$214K | 0.06% | 386 |
|
|
2015
Q1 | $5.66M | Buy |
106,350
+4,620
| +5% | +$235K | 0.06% | 373 |
|
|
2014
Q4 | $4.92M | Sell |
101,730
-10,835
| -10% | -$528K | 0.06% | 382 |
|
|
2014
Q3 | $5.21M | Buy |
112,565
+3,035
| +3% | +$166K | 0.07% | 347 |
|
|
2014
Q2 | $6.29M | Buy |
109,530
+8,674
| +9% | +$478K | 0.09% | 276 |
|
|
2014
Q1 | $5.46M | Buy |
+100,856
| New | +$5.14M | 0.08% | 328 |
|
|
2013
Q4 | – | Sell |
-73,574
| Closed | -$3.41M | – | 385 |
|
|
2013
Q3 | $3.28M | Buy |
73,574
+11,117
| +18% | +$467K | 0.06% | 404 |
|
|
2013
Q2 | $2.37M | Buy |
+62,457
| New | +$2.2M | 0.06% | 438 |
|
Other funds holding BWA
CVA
Aperio Group's BWA Position: Q4 2020 in Review
Aperio Group increased its BorgWarner (BWA) stake by 3.9% in Q4 2020, buying an estimated $371K and bringing the position to 290,491 shares worth $9.88M. The position accounts for 0.03% of the portfolio, ranked #570.
Aperio Group first reported a position in BWA in Q2 2013 and has held it in 30 quarters since. 563 funds tracked by Wall St. Rank hold BWA as of Q4 2020.
- Aperio Group held 290,491 shares of BorgWarner worth $9.88M as of Q4 2020.
- Aperio Group bought 10,943 BorgWarner shares in Q4 2020, an estimated $371K.
- BorgWarner made up 0.03% of Aperio Group's portfolio in Q4 2020, its #570 holding.
- Aperio Group first reported a position in BorgWarner in Q2 2013 and has held it in 30 quarters since.
- 563 funds tracked by Wall St. Rank held BorgWarner as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.