Brave Asset Management’s BorgWarner BWA Stock Holding History

Brave Asset 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
2020 Q1	–	Sell	-5,226	Closed	-$200K	–	129
2019 Q4	$200K	Sell	5,226 -1,988	-28%	-$72.9K	0.11%	126
2019 Q3	$233K	Hold	7,214	–	–	0.14%	109
2019 Q2	$267K	Hold	7,214	–	–	0.15%	97
2019 Q1	$244K	Hold	7,214	–	–	0.14%	111
2018 Q4	$221K	Sell	7,214 -6,116	-46%	-$205K	0.15%	109
2018 Q3	$502K	Hold	13,330	–	–	0.27%	75
2018 Q2	$506K	Sell	13,330 -1,022	-7%	-$45K	0.3%	78
2018 Q1	$635K	Sell	14,352 -171	-1%	-$7.95K	0.39%	70
2017 Q4	$653K	Hold	14,523	–	–	0.36%	72
2017 Q3	$655K	Sell	14,523 -2,272	-14%	-$92.8K	0.37%	74
2017 Q2	$626K	Sell	16,795 -2,385	-12%	-$86.5K	0.36%	78
2017 Q1	$706K	Sell	19,180 -1,136	-6%	-$41.4K	0.44%	69
2016 Q4	$705K	Buy	20,316 +5,730	+39%	+$185K	0.45%	66
2016 Q3	$452K	Buy	+14,586	New	+$430K	0.29%	85
2015 Q3	–	Sell	-466	Closed	-$23K	–	426
2015 Q2	$23K	Buy	+466	New	+$24.9K	0.02%	300

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

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

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 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

LSV Asset Management

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