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Foresters Investment Management’s BorgWarner BWA Stock Holding History

Foresters Investment 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
2018
Q3 		– Sell
-394,340
Closed -$15M – 365
2018
Q2 		$15M Sell
394,340
-156,200
-28% -$6.88M 0.26% 135
2018
Q1 		$24.3M Buy
550,540
+114
+0% +$5.3K 0.41% 88
2017
Q4 		$24.8M Sell
550,426
-2,840
-0.5% -$131K 0.39% 93
2017
Q3 		$25M Sell
553,266
-171,650
-24% -$7.01M 0.41% 90
2017
Q2 		$27M Buy
724,916
+682
+0.1% +$24.7K 0.45% 78
2017
Q1 		$26.6M Sell
724,234
-1,931
-0.3% -$70.4K 0.47% 75
2016
Q4 		$25.4M Buy
726,165
+568
+0.1% +$18.3K 0.45% 79
2016
Q3 		$22.5M Buy
725,597
+454
+0.1% +$13.4K 0.42% 88
2016
Q2 		$18.8M Buy
725,143
+19,426
+3% +$588K 0.36% 102
2016
Q1 		$23.9M Buy
705,717
+62,480
+10% +$1.85M 0.48% 77
2015
Q4 		$24.5M Hold
643,237
– – 0.5% 78
2015
Q3 		$23.6M Sell
643,237
-21,675
-3% -$901K 0.5% 77
2015
Q2 		$33.3M Sell
664,912
-7,066
-1% -$377K 0.63% 56
2015
Q1 		$35.8M Sell
671,978
-2,579
-0.4% -$131K 0.69% 46
2014
Q4 		$32.6M Buy
674,557
+23,061
+4% +$1.12M 0.65% 52
2014
Q3 		$30.2M Hold
651,496
– – 0.64% 56
2014
Q2 		$37.4M Buy
651,496
+1,590
+0.2% +$87.5K 0.77% 41
2014
Q1 		$35.2M Sell
649,906
-1,136
-0.2% -$57.9K 0.76% 35
2013
Q4 		$32M Buy
651,042
+6,248
+1% +$289K 0.69% 47
2013
Q3 		$28.8M Buy
644,794
+34,080
+6% +$1.43M 0.7% 48
2013
Q2 		$23.2M Buy
+610,714
New +$21.5M 0.7% 58

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Harris Associates
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Foresters Investment Management's BWA Position: Q3 2018 in Review

Foresters Investment Management sold out of BorgWarner (BWA) in Q3 2018, closing a stake of 394,340 shares — an estimated $15M sold.

Foresters Investment Management first reported a position in BWA in Q2 2013 and held it in 21 quarters. The position peaked at $37.4M in Q2 2014. 552 funds tracked by Wall St. Rank hold BWA as of Q3 2018.

  • Foresters Investment Management reported no remaining BorgWarner position as of Q3 2018 after selling out during the quarter.
  • Foresters Investment Management sold 394,340 BorgWarner shares in Q3 2018, an estimated $15M.
  • Foresters Investment Management first reported a position in BorgWarner in Q2 2013 and held it in 21 quarters.
  • Foresters Investment Management's BorgWarner position peaked at $37.4M in Q2 2014.
  • 552 funds tracked by Wall St. Rank held BorgWarner as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.