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Caldwell & Orkin’s BorgWarner BWA Stock Holding History

Caldwell & Orkin’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
2014
Q1 		– Sell
-65,888
Closed -$3.24M – 73
2013
Q4 		$3.24M Buy
65,888
+50,893
+339% +$2.36M 1.76% 24
2013
Q3 		$669K Buy
+14,995
New +$630K 0.39% 66

Other funds holding BWA

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Caldwell & Orkin's BWA Position: Q1 2014 in Review

Caldwell & Orkin sold out of BorgWarner (BWA) in Q1 2014, closing a stake of 65,888 shares — an estimated $3.24M sold.

Caldwell & Orkin first reported a position in BWA in Q3 2013 and held it in 2 quarters. The position peaked at $3.24M in Q4 2013. 482 funds tracked by Wall St. Rank hold BWA as of Q1 2014.

  • Caldwell & Orkin reported no remaining BorgWarner position as of Q1 2014 after selling out during the quarter.
  • Caldwell & Orkin sold 65,888 BorgWarner shares in Q1 2014, an estimated $3.24M.
  • Caldwell & Orkin first reported a position in BorgWarner in Q3 2013 and held it in 2 quarters.
  • Caldwell & Orkin's BorgWarner position peaked at $3.24M in Q4 2013.
  • 482 funds tracked by Wall St. Rank held BorgWarner as of Q1 2014.

Based on Caldwell & Orkin's 13F filing for Q1 2014, filed 7 May 2014.