HA
BWA icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return