CSat Investment Advisory’s BorgWarner BWA Stock Holding History

CSat Investment Advisory’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 Q1	$63K	Sell	1,543 -495	-24%	-$19.3K	0.05%	143
2020 Q4	$69K	Sell	2,038 -85	-4%	-$2.88K	0.06%	108
2020 Q3	$72K	Sell	2,123 -924	-30%	-$31.8K	0.01%	591
2020 Q2	$95K	Buy	3,047 +591	+24%	+$15.6K	0.01%	485
2020 Q1	$53K	Buy	2,456 +416	+20%	+$12K	0.01%	509
2019 Q4	$78K	Sell	2,040 -47	-2%	-$1.72K	0.02%	432
2019 Q3	$67K	Buy	2,087 +348	+20%	+$11.2K	0.02%	404
2019 Q2	$64K	Buy	1,739 +653	+60%	+$23.1K	0.02%	391
2019 Q1	$37K	Sell	1,086 -49	-4%	-$1.7K	0.02%	191
2018 Q4	$35K	Buy	1,135 +548	+93%	+$18.4K	0.02%	177
2018 Q3	$22K	Buy	587 +191	+48%	+$7.51K	0.01%	207
2018 Q2	$15K	Buy	+396	New	+$17.5K	0.01%	253

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's BWA Position: Q1 2021 in Review

CSat Investment Advisory reduced its BorgWarner (BWA) stake by 24% in Q1 2021, selling an estimated $19.3K and leaving 1,543 shares worth $63K. The position accounts for 0.05% of the portfolio, ranked #143.

CSat Investment Advisory first reported a position in BWA in Q2 2018 and has held it in 12 quarters since. The position peaked at $95K in Q2 2020. 595 funds tracked by Wall St. Rank hold BWA as of Q1 2021.

CSat Investment Advisory held 1,543 shares of BorgWarner worth $63K as of Q1 2021.
CSat Investment Advisory sold 495 BorgWarner shares in Q1 2021, an estimated $19.3K.
BorgWarner made up 0.05% of CSat Investment Advisory's portfolio in Q1 2021, its #143 holding.
CSat Investment Advisory first reported a position in BorgWarner in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's BorgWarner position peaked at $95K in Q2 2020.
595 funds tracked by Wall St. Rank held BorgWarner as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.