Great Diamond Partners’s BorgWarner BWA Stock Holding History

Great Diamond 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
2020 Q1	–	Sell	-3,054	Closed	-$116K	–	188
2019 Q4	$116K	Buy	+3,054	New	+$112K	0.04%	204

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Great Diamond Partners's BWA Position: Q1 2020 in Review

Great Diamond Partners sold out of BorgWarner (BWA) in Q1 2020, closing a stake of 3,054 shares — an estimated $116K sold.

Great Diamond Partners first reported a position in BWA in Q4 2019 and held it in 1 quarter. The position peaked at $116K in Q4 2019. 479 funds tracked by Wall St. Rank hold BWA as of Q1 2020.

Great Diamond Partners reported no remaining BorgWarner position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 3,054 BorgWarner shares in Q1 2020, an estimated $116K.
Great Diamond Partners first reported a position in BorgWarner in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's BorgWarner position peaked at $116K in Q4 2019.
479 funds tracked by Wall St. Rank held BorgWarner as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.