Heartland Advisors’s BorgWarner BWA Stock Holding History

Heartland 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
2018 Q4	–	Sell	-96,029	Closed	-$3.62M	–	192
2018 Q3	$3.62M	Buy	96,029 +10,401	+12%	+$409K	0.24%	149
2018 Q2	$3.25M	Sell	85,628 -12,658	-13%	-$558K	0.21%	159
2018 Q1	$4.35M	Sell	98,286 -902	-0.9%	-$41.9K	0.29%	145
2017 Q4	$4.46M	Sell	99,188 -10,736	-10%	-$496K	0.29%	133
2017 Q3	$4.96M	Buy	109,924 +216	+0.2%	+$8.82K	0.32%	124
2017 Q2	$4.09M	Sell	109,708 -1,998	-2%	-$72.4K	0.26%	141
2017 Q1	$4.11M	Buy	+111,706	New	+$4.07M	0.25%	150

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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Heartland Advisors's BWA Position: Q4 2018 in Review

Heartland Advisors sold out of BorgWarner (BWA) in Q4 2018, closing a stake of 96,029 shares — an estimated $3.62M sold.

Heartland Advisors first reported a position in BWA in Q1 2017 and held it in 7 quarters. The position peaked at $4.96M in Q3 2017. 524 funds tracked by Wall St. Rank hold BWA as of Q4 2018.

Heartland Advisors reported no remaining BorgWarner position as of Q4 2018 after selling out during the quarter.
Heartland Advisors sold 96,029 BorgWarner shares in Q4 2018, an estimated $3.62M.
Heartland Advisors first reported a position in BorgWarner in Q1 2017 and held it in 7 quarters.
Heartland Advisors's BorgWarner position peaked at $4.96M in Q3 2017.
524 funds tracked by Wall St. Rank held BorgWarner as of Q4 2018.

Based on Heartland Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.