Berman Capital Advisors’s BorgWarner BWA Stock Holding History

Berman Capital Advisors’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
2021 Q3	$29K	Sell	804 -693	-46%	-$27.6K	﹤0.01%	865
2021 Q2	$64K	Buy	1,497 +920	+159%	+$40.5K	0.01%	494
2021 Q1	$23K	Buy	577 +78	+16%	+$3.04K	﹤0.01%	728
2020 Q4	$16K	Sell	499 -30	-6%	-$1.02K	﹤0.01%	731
2020 Q3	$18K	Buy	529 +1	+0.2%	+$34	0.01%	616
2020 Q2	$16K	Buy	528 +21	+4%	+$553	﹤0.01%	603
2020 Q1	$10K	Sell	507 -401	-44%	-$11.6K	﹤0.01%	657
2019 Q4	$34K	Sell	908 -6	-0.7%	-$220	0.01%	401
2019 Q3	$29K	Sell	914 -920	-50%	-$29.6K	0.01%	407
2019 Q2	$67K	Sell	1,834 -959	-34%	-$34K	0.02%	259
2019 Q1	$94K	Sell	2,793 -102	-4%	-$3.53K	0.03%	202
2018 Q4	$88K	Buy	+2,895	New	+$97K	0.03%	191

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Berman Capital Advisors's BWA Position: Q3 2021 in Review

Berman Capital Advisors reduced its BorgWarner (BWA) stake by 46% in Q3 2021, selling an estimated $27.6K and leaving 804 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Berman Capital Advisors first reported a position in BWA in Q4 2018 and has held it in 12 quarters since. The position peaked at $94K in Q1 2019. 582 funds tracked by Wall St. Rank hold BWA as of Q3 2021.

Berman Capital Advisors held 804 shares of BorgWarner worth $29K as of Q3 2021.
Berman Capital Advisors sold 693 BorgWarner shares in Q3 2021, an estimated $27.6K.
BorgWarner made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #865 holding.
Berman Capital Advisors first reported a position in BorgWarner in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's BorgWarner position peaked at $94K in Q1 2019.
582 funds tracked by Wall St. Rank held BorgWarner as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.