GP
BWA icon

Girard Partners’s BorgWarner BWA Stock Holding History

Girard Partners’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
Q4 		– Sell
-2,323
Closed -$87K – 317
2018
Q3 		$87K Buy
+2,323
New +$91.3K 0.02% 354
2018
Q1 		– Sell
-5,228
Closed -$235K – 266
2017
Q4 		$235K Sell
5,228
-454
-8% -$21K 0.05% 240
2017
Q3 		$256K Sell
5,682
-709
-11% -$28.9K 0.05% 215
2017
Q2 		$238K Sell
6,391
-2,942
-32% -$107K 0.05% 230
2017
Q1 		$343K Sell
9,333
-1,500
-14% -$54.7K 0.08% 177
2016
Q4 		$376K Sell
10,833
-2,266
-17% -$73.1K 0.11% 159
2016
Q3 		$406K Sell
13,099
-4,554
-26% -$134K 0.14% 146
2016
Q2 		$459K Buy
17,653
+1,723
+11% +$52.1K 0.17% 126
2016
Q1 		$538K Buy
15,930
+1,466
+10% +$43.5K 0.24% 107
2015
Q4 		$550K Buy
14,464
+8,375
+138% +$314K 0.27% 98
2015
Q3 		$223K Buy
+6,089
New +$253K 0.13% 144

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Girard Partners's BWA Position: Q4 2018 in Review

Girard Partners sold out of BorgWarner (BWA) in Q4 2018, closing a stake of 2,323 shares — an estimated $87K sold.

Girard Partners first reported a position in BWA in Q3 2015 and held it in 11 quarters. The position peaked at $550K in Q4 2015. 524 funds tracked by Wall St. Rank hold BWA as of Q4 2018.

  • Girard Partners reported no remaining BorgWarner position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 2,323 BorgWarner shares in Q4 2018, an estimated $87K.
  • Girard Partners first reported a position in BorgWarner in Q3 2015 and held it in 11 quarters.
  • Girard Partners's BorgWarner position peaked at $550K in Q4 2015.
  • 524 funds tracked by Wall St. Rank held BorgWarner as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.