Dumont & Blake Investment Advisors’s BorgWarner BWA Stock Holding History

Dumont & Blake Investment Advisors’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	-19,789	Closed	-$756K	–	171
2019 Q4	$756K	Buy	19,789 +91	+0.5%	+$3.33K	0.3%	93
2019 Q3	$636K	Sell	19,698 -108	-0.5%	-$3.48K	0.27%	105
2019 Q2	$732K	Buy	19,806 +85	+0.4%	+$3.01K	0.3%	99
2019 Q1	$667K	Buy	19,721 +114	+0.6%	+$3.94K	0.28%	105
2018 Q4	$600K	Sell	19,607 -1,642	-8%	-$55K	0.28%	106
2018 Q3	$800K	Buy	21,249 +648	+3%	+$25.5K	0.31%	105
2018 Q2	$783K	Buy	20,601 +664	+3%	+$29.3K	0.33%	103
2018 Q1	$882K	Sell	19,937 -6,134	-24%	-$285K	0.38%	96
2017 Q4	$1.17M	Sell	26,071 -398	-2%	-$18.4K	0.48%	73
2017 Q3	$1.19M	Hold	26,469	–	–	0.51%	69
2017 Q2	$987K	Sell	26,469 -227	-0.9%	-$8.23K	0.44%	84
2017 Q1	$982K	Buy	26,696 +170	+0.6%	+$6.19K	0.44%	81
2016 Q4	$921K	Buy	26,526 +86	+0.3%	+$2.77K	0.43%	82
2016 Q3	$819K	Buy	+26,440	New	+$779K	0.4%	93

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dumont & Blake Investment Advisors's BWA Position: Q1 2020 in Review

Dumont & Blake Investment Advisors sold out of BorgWarner (BWA) in Q1 2020, closing a stake of 19,789 shares — an estimated $756K sold.

Dumont & Blake Investment Advisors first reported a position in BWA in Q3 2016 and held it in 14 quarters. The position peaked at $1.19M in Q3 2017. 480 funds tracked by Wall St. Rank hold BWA as of Q1 2020.

Dumont & Blake Investment Advisors reported no remaining BorgWarner position as of Q1 2020 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 19,789 BorgWarner shares in Q1 2020, an estimated $756K.
Dumont & Blake Investment Advisors first reported a position in BorgWarner in Q3 2016 and held it in 14 quarters.
Dumont & Blake Investment Advisors's BorgWarner position peaked at $1.19M in Q3 2017.
480 funds tracked by Wall St. Rank held BorgWarner as of Q1 2020.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2020, filed 5 May 2020.