BP’s BorgWarner BWA Stock Holding History

BP’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	–	Sell	-7,120	Closed	-$304K	–	86
2021 Q2	$304K	Sell	7,120 -3,870	-35%	-$170K	0.01%	537
2021 Q1	$448K	Sell	10,990 -4,437	-29%	-$173K	0.02%	501
2020 Q4	$525K	Sell	15,427 -6,157	-29%	-$209K	0.02%	482
2020 Q3	$736K	Buy	+21,584	New	+$742K	0.02%	467
2020 Q2	–	Sell	-24,992	Closed	-$537K	–	535
2020 Q1	$537K	Hold	24,992	–	–	0.02%	459
2019 Q4	$954K	Hold	24,992	–	–	0.03%	439
2019 Q3	$807K	Buy	+24,992	New	+$805K	0.03%	461
2019 Q1	–	Sell	-27,264	Closed	-$834K	–	392
2018 Q4	$834K	Buy	+27,264	New	+$914K	0.03%	389
2018 Q1	–	Sell	-88,608	Closed	-$3.98M	–	432
2017 Q4	$3.98M	Buy	88,608 +60,208	+212%	+$2.78M	0.14%	183
2017 Q3	$1.28M	Buy	+28,400	New	+$1.16M	0.05%	370

Other funds holding BWA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Diamond Hill Capital Management

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

Fidelity Investments

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

Dimensional Fund Advisors

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

Franklin Resources

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

Macquarie Group

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

American Century Companies

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