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Jet Capital Investors’s BorgWarner BWA Stock Holding History

Jet Capital Investors’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
Q4 		– Sell
-661,368
Closed -$22.6M – 28
2020
Q3 		$22.6M Sell
661,368
-434,695
-40% -$14.9M 5.13% 7
2020
Q2 		$34.1M Buy
1,096,063
+993,303
+967% +$26.2M 7.02% 4
2020
Q1 		$2.2M Buy
+102,760
New +$2.97M 1.03% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Jet Capital Investors's BWA Position: Q4 2020 in Review

Jet Capital Investors sold out of BorgWarner (BWA) in Q4 2020, closing a stake of 661,368 shares — an estimated $22.6M sold.

Jet Capital Investors first reported a position in BWA in Q1 2020 and held it in 3 quarters. The position peaked at $34.1M in Q2 2020. 562 funds tracked by Wall St. Rank hold BWA as of Q4 2020.

  • Jet Capital Investors reported no remaining BorgWarner position as of Q4 2020 after selling out during the quarter.
  • Jet Capital Investors sold 661,368 BorgWarner shares in Q4 2020, an estimated $22.6M.
  • Jet Capital Investors first reported a position in BorgWarner in Q1 2020 and held it in 3 quarters.
  • Jet Capital Investors's BorgWarner position peaked at $34.1M in Q2 2020.
  • 562 funds tracked by Wall St. Rank held BorgWarner as of Q4 2020.

Based on Jet Capital Investors's 13F filing for Q4 2020, filed 16 Feb 2021.