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J.P. Marvel Investment Advisors’s BorgWarner BWA Stock Holding History

J.P. Marvel Investment 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
Q2 		$5.6M Sell
147,386
-147
-0.1% -$6.48K 1.72% 22
2018
Q1 		$6.52M Sell
147,533
-228
-0.2% -$10.6K 2.01% 18
2017
Q4 		$6.64M Buy
147,761
+17,335
+13% +$802K 2.02% 18
2017
Q3 		$5.88M Buy
+130,426
New +$5.33M 1.87% 21

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

J.P. Marvel Investment Advisors's BWA Position: Q2 2018 in Review

J.P. Marvel Investment Advisors reduced its BorgWarner (BWA) stake by 0.1% in Q2 2018, selling an estimated $6.48K and leaving 147,386 shares worth $5.6M. The position accounts for 1.72% of the portfolio, ranked #22.

J.P. Marvel Investment Advisors first reported a position in BWA in Q3 2017 and has held it in 4 quarters since. The position peaked at $6.64M in Q4 2017. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2018.

  • J.P. Marvel Investment Advisors held 147,386 shares of BorgWarner worth $5.6M as of Q2 2018.
  • J.P. Marvel Investment Advisors sold 147 BorgWarner shares in Q2 2018, an estimated $6.48K.
  • BorgWarner made up 1.72% of J.P. Marvel Investment Advisors's portfolio in Q2 2018, its #22 holding.
  • J.P. Marvel Investment Advisors first reported a position in BorgWarner in Q3 2017 and has held it in 4 quarters since.
  • J.P. Marvel Investment Advisors's BorgWarner position peaked at $6.64M in Q4 2017.
  • 590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2018.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.