British Steel Pension Fund’s BorgWarner BWA Stock Holding History

British Steel Pension Fund’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
2017 Q3	–	Sell	-16,830	Closed	-$628K	–	192
2017 Q2	$628K	Hold	16,830	–	–	0.07%	180
2017 Q1	$619K	Sell	16,830 -1,366	-8%	-$49.8K	0.07%	185
2016 Q4	$632K	Hold	18,196	–	–	0.08%	188
2016 Q3	$564K	Hold	18,196	–	–	0.07%	190
2016 Q2	$473K	Sell	18,196 -13,786	-43%	-$417K	0.07%	179
2016 Q1	$1.08M	Sell	31,982 -2,135	-6%	-$63.3K	0.11%	178
2015 Q4	$1.3M	Buy	+34,117	New	+$1.28M	0.13%	173
2015 Q2	$1.81M	Hold	36,240	–	–	0.17%	161
2015 Q1	$1.93M	Hold	36,240	–	–	0.19%	160
2014 Q4	$1.75M	Hold	36,240	–	–	0.17%	162
2014 Q3	$1.68M	Sell	36,240 -2,383	-6%	-$131K	0.17%	171
2014 Q2	$2.22M	Hold	38,623	–	–	0.21%	152
2014 Q1	$2.09M	Sell	38,623 -2,690	-7%	-$137K	0.21%	156
2013 Q4	$2.03M	Sell	41,313 -2,666	-6%	-$123K	0.2%	162
2013 Q3	$1.96M	Sell	43,979 -2,786	-6%	-$117K	0.2%	154
2013 Q2	$1.77M	Buy	+46,765	New	+$1.64M	0.18%	164

Other funds holding BWA

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Diamond Hill Capital Management

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

Harris Associates

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

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Victory Capital Management

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