Benson Investment Management Company’s BorgWarner BWA Stock Holding History

Benson Investment Management Company’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 Q1	–	Sell	-65,769	Closed	-$2.01M	–	64
2018 Q4	$2.01M	Buy	+65,769	New	+$2.2M	1.71%	39
2018 Q2	–	Sell	-41,402	Closed	-$1.83M	–	71
2018 Q1	$1.83M	Sell	41,402 -22	-0.1%	-$1.02K	1.48%	43
2017 Q4	$1.86M	Sell	41,424 -7,231	-15%	-$334K	1.39%	47
2017 Q3	$2.19M	Sell	48,655 -11	-0%	-$449	1.81%	33
2017 Q2	$1.81M	Sell	48,666 -216	-0.4%	-$7.83K	1.64%	38
2017 Q1	$1.8M	Hold	48,882	–	–	1.77%	38
2016 Q4	$1.7M	Buy	+48,882	New	+$1.58M	1.68%	42

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Benson Investment Management Company's BWA Position: Q1 2019 in Review

Benson Investment Management Company sold out of BorgWarner (BWA) in Q1 2019, closing a stake of 65,769 shares — an estimated $2.01M sold.

Benson Investment Management Company first reported a position in BWA in Q4 2016 and held it in 7 quarters. The position peaked at $2.19M in Q3 2017. 524 funds tracked by Wall St. Rank hold BWA as of Q1 2019.

Benson Investment Management Company reported no remaining BorgWarner position as of Q1 2019 after selling out during the quarter.
Benson Investment Management Company sold 65,769 BorgWarner shares in Q1 2019, an estimated $2.01M.
Benson Investment Management Company first reported a position in BorgWarner in Q4 2016 and held it in 7 quarters.
Benson Investment Management Company's BorgWarner position peaked at $2.19M in Q3 2017.
524 funds tracked by Wall St. Rank held BorgWarner as of Q1 2019.

Based on Benson Investment Management Company's 13F filing for Q1 2019, filed 4 Apr 2019.