AIM
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Assured Investment Management’s BorgWarner BWA Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-7,044
Closed -$238K – 165
2019
Q1 		$238K Sell
7,044
-98,418
-93% -$3.4M 0.01% 766
2018
Q4 		$3.23M Sell
105,462
-44,846
-30% -$1.5M 0.12% 271
2018
Q3 		$5.66M Buy
150,308
+112,703
+300% +$4.43M 0.13% 222
2018
Q2 		$1.43M Buy
37,605
+37,331
+13,624% +$1.65M 0.03% 469
2018
Q1 		$12K Sell
274
-48,735
-99% -$2.26M ﹤0.01% 1113
2017
Q4 		$2.2M Buy
49,009
+28,395
+138% +$1.31M 0.07% 352
2017
Q3 		$930K Sell
20,614
-11,285
-35% -$461K 0.03% 442
2017
Q2 		$1.19M Buy
+31,899
New +$1.16M 0.04% 359

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return