HFS
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HL Financial Services’s BorgWarner BWA Stock Holding History

HL Financial Services’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
2019
Q1 		$590K Sell
17,463
-150
-0.9% -$5.19K 0.01% 478
2018
Q4 		$539K Buy
17,613
+1,665
+10% +$55.8K 0.01% 471
2018
Q3 		$601K Buy
+15,948
New +$627K 0.01% 485
2015
Q3 		– Sell
-8,498
Closed -$425K – 632
2015
Q2 		$425K Sell
8,498
-172
-2% -$9.18K 0.01% 486
2015
Q1 		$462K Sell
8,670
-1,827
-17% -$93K 0.01% 476
2014
Q4 		$508K Sell
10,497
-38,150
-78% -$1.86M 0.01% 435
2014
Q3 		$2.25M Buy
48,647
+2,762
+6% +$151K 0.07% 178
2014
Q2 		$2.63M Buy
45,885
+530
+1% +$29.2K 0.08% 168
2014
Q1 		$2.45M Buy
+45,355
New +$2.31M 0.07% 170

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return